Stuart's career began in 1985 at Comerica Bank, followed by National City and Michigan National Bank before joining Raymond James & Associates in 2003. Stuart's experience includes; administering corporate pension & 401k plans and Financial Planning for high net-worth individuals. Stuart earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013.
As a CFP® professional I am dedicated to put my clients first and help them progress towards their personal goals. I am committed to the idea that a wealth management plan is a far broader concept than merely adding to your net worth - it is a plan for achieving your goals throughout your life.
Stuart is the Treasurer of the Bloomfield Hills Optimist Club which runs various programs to benefit children in our community. In 2015 the Bloomfield Hills Optimist Club provided holiday gifts to over 3,000 needy children. Stuart also enjoys golfing and spending time with friends and family.
The CFP® designation is earned through the CFP® Certification Exam. This exam tests the ability to apply financial planning knowledge to real-life situations, be it retirement planning, estate planning, investment management or insurance.
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.