Stuart’s 25+ years in the financial services business allows him to provide comprehensive wealth management solutions. As a Financial Consultant, Stuart focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Stuart became a financial advisor in 1994 and has been guiding people to their financial goals ever since. Stuart is a 1993 graduate from The College of Wooster with a Bachelor’s Degree in Urban Studies. In 2004, he earned the designation of CERTIFIED FINANCIAL PLANNER™ Practitioner after completing the Personal Financial Planning program at The College for Financial Planning. In 2016, he completed the RICP® (Retirement Income Certified Professional®) designation through The American College. Stuart continues to grow professionally by utilizing services such as Carson Coaching. Stuart is very proud to have been named to the Raymond James Executive Council** from 2007 through 2022.
Stuart and his wife, Kim, are in the throes of life with their active family. They all enjoy cheering on the Ohio Bobcats and following the team when they can. Their daughter, Elizabeth enjoys singing, art, traveling and her recent adoption of a Cavapoo named Jasmine. Their twins, Sam and Jake are currently students at the University of Cincinnati in the Lindner College of Business. They all enjoy the little down time at home with their four and three legged family members, Ginger and Penny. Stuart and Kim believe in giving back to the community and are involved in many organizations in the area, including Rotary, Athens Recreation Advisory Board, and the Financial Planning Association. Stuart's hobbies include golf, skiing, traveling with his family, and most recently taking up the sport of Pickleball. They are members of the First Presbyterian Church.
*The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting Program
**Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating
Raymond James is not affiliated with and does not endorse any organization mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.