Stuart’s 20+ 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 2019.
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 playing golf. Their twins, Sam and Jake play just about any sport that comes along. 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 City Schools Food Pantry, and the Financial Planning Association. Stuart's hobbies include golf, skiing and traveling with his family. They are members of the First Presbyterian Church.
*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.