Hello! My name is Greg Stewart, and I’m the founder of Stewart Advisory Services. As a fiduciary, I’m committed to helping all of my clients reach the goals that are most important to them by implementing proper planning and providing keen insight.
My career in the financial services industry began in 1986, where I became affiliated with Nationwide Financial. In the year 2000 I earned my CERTIFIED FINANCIAL PLANNER™ designation and made the decision to become less product-specific and more Comprehensive and in the services I offered.
In 2013 I surrendered my Series 7 securities license to forego commissions and product-specific services to become more Holistic in my services. It was at this time I opened my own RIA Firm and became a fiduciary investment advisor.
In 2020 I closed my RIA firm and became affiliated with Two West Capital Advisors LLC as my RIA firm so I could continue to provide the services that focused on my clients and less on back-office services. I am driven to help my clients have their Best Life.
Over the years I’ve gained several certifications and designations through rigorous coursework and testing.
- Chartered Financial Consultant (ChFC): This designation was granted to me upon the determination that I have a proficient understanding of financial consulting and planning.
- CERTIFIED FINANCIAL PLANNER™ (CFP): In earning this certification, I’ve adequately proven my abilities and expertise in the financial planning field.
- Chartered Life Underwriter (CLU): This designation is for my specializations in estate planning and life insurance.
- Retirement Income Certified Professional (RICP): This is a designation that equips me to help my clients properly prepare for and transition into retirement.
I enjoy staying connected with the community through involvement with local civic clubs, religious organizations, the local school board and many others. My wife, Kelly, and I have been married for 34 years and have 5 kids.