- The University of Alabama, 2008
MS, Human Environmental Sciences
- The University of Alabama, 2007
Bachelor of Science, Investment Management
- Chartered Retirement Planning Counselor, 2009
- CERTIFIED FINANCIAL PLANNER™, 2017
“Helping clients get from where they are to where they want to be is my main priority. ”
Stewart joined the Huntsville team in 2008 as an intern from the University of Alabama. After completing his master’s degree, he took on the position of paraplanner working closely with clients to develop, implement, and monitor their financial plans. Now as an associate advisor, Stewart takes an active role in creating and managing our investment asset allocation models and serving as a main point of contact for our clients. Stewart received his CERTIFIED FINANCIAL PLANNER™ designation in 2017.
Stewart grew up in Athens, Alabama and lives there with his wife, Lauren, and their two dogs, Milo and Scooter. He played on the golf team at the University of Alabama and still plays competitively. Stewart and Lauren attend the Huntsville Campus of Church of the Highlands.
Most Recent Passport Stamp
Gladiator or The Patriot
Favorite Breakfast Food
Chicken Mini's from Chick-Fil-A
Sport Played in High School
Golf & Basketball