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Meet the Team

Gary M. Stewart, Managing Partner

I developed a strong attraction to the financial industry during my undergraduate studies which launched my career in 1980. Rapidly growing my clientele by 1986, I became an upper level executive with a major Wall Street firm. With my success in portfolio management coupled with a keen sense of the financial markets, my client base rapidly expanded into the thousands.

I hold a B.S in Business Administration from Rochester Institute of Technology. Additionally, I am a Registered Principal at a major independent brokerage firm and hold licenses in General Securities & Supervision, Life and Health, and Annuities.

My professional services include: 

  • Retirement Planning
  • Portfolio Management
  • Estate and Tax Planning*
  • Life Insurance
  • Annuities**

 

 

Adam M. Stewart, Regional Vice President

Born and raised in Richmond, Virginia, accompanied with 11 years in the city's 911 system, I have learned how health and financial safety plays a critical role in retirement. Always at the patients side for medical intervention and doing what needed to be done to save the life or well being of whom I assisted, I have witnessed the medical downfalls and financial hardship that followed. Having spent four years assisting and managing field Anthropology services in the Middle East, I have become adept at community counsel. Upon return to the states, I became a financial representative and after five years advancing to Regional VP specializing in Retirement services.

I hold a B.S in Anthropology with a concentration in Cultural Science from Virginia Commonwealth University. Additionally, I am licensed in Life, Health, and Annuities.

My professional services include:

  • Life Insurance
  • Health Insurance
  • Medicare 
  • Annuities**

 

*Stewart Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

**Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract.  Withdrawls prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax.  Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck