Brian Stewart is a wealth management financial advisor based in Alexandria, Virginia.
Brian has served as a trusted advisor to high-net-worth clients and their families for more than a decade, focusing on comprehensive financial planning and investments management. He has worked with clients from all walks of life, and extensively with military veterans and their families.
Brian has been a financial services professional for more than two decades, with prior experience in the fields of investments management, life insurance, trust administration, tax preparation, and financial advisor training.
Brian is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations and a Life & Health and Annuities license.
He graduated from Virginia Tech with a Bachelor of Arts degree in economics.
Brian is an avid reader and enjoys golf, hiking, sporting events, cooking, concerts, art, and spending time with family and friends.
Education
- Virginia Tech, Bachelor of Arts, economics
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter (CLU®)