Brian Stewart, CFP®, ChFC®, CLU®

Financial Advisor | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

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®)

Resources

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