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Michael L. Stewart
Financial Advisor
Independent Franchise Owner NetworkBiography
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Background
Prior to joining Wedbush, I held positions at Prudential Securities and Wachovia with a total of 18 years experience in the financial advisory space. I am an avid NFL and NBA fan. When I'm not in the office, I enjoy spending time with my family and traveling.
SPECIALIZATIONS
- Annuities and Insurance
- Financial Planning
- Multi-generational Wealth Management
- Mutual Funds
- Stocks and Bonds
- Wealth Management
Credentials
- Holds FINRA series 7, 63, and 65 licenses