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Stewart Smith President & Investment Adviser Representative
Stewart Smith Financial
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.
Stewart specializes in helping clients make informed decisions as they move from the asset accumulation to the distribution phase of retirement planning.
Having passed the S65 to become an Investment Adviser Representative in September 2019, and having a total of more than 20 years of experience in the financial services industry, Stewart offers easy-to-understand retirement income planning and strives to help clients make informed financial decisions. As an Investment Adviser Representative he offers investment advisory services. And as an insurance professional, he holds his insurance licenses with health, life, annuity and long-term care (LTC) lines of authority.
Outside of the office, Stewart is an avid runner and is passionate about fitness and living a healthy lifestyle.
Stewart Smith Financial
stewartsmithfinancial.com | stewart@stewartsmithfinancial.com | 864.775.5033
Insurance products are offered through the insurance business Stewart Smith Financial. Stewart Smith Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Stewart Smith Financial are not subject to Investment Adviser requirements.
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