Stewart Smith

Stewart focuses on educating clients and helping them achieve their goals, utilizing a well-thought-out financial strategy. He is a U.S. military veteran who prides himself on being a resource for pre-retirees, living by his grandmother’s philosophy of always doing the right thing, even when no one’s looking. 

With 23 years of experience in the financial services industry, Stewart focuses on helping clients make informed financial decisions as they move from the asset accumulation to the distribution phase of retirement planning. He offers easy-to-understand retirement income planning and strives to help clients make informed financial decisions. Stewart is a financial professional who can offer investment and insurance products and services. 

He has passed his Series 6, 63, and 65 securities exams and holds insurance licenses in life and health, annuities, long-term care, and variable life. Outside of the office, Stewart is an avid runner and is passionate about fitness and living a healthy lifestyle.