Stewart Schmidt is a wealth management financial advisor based in Uniontown, OH.
Stewart specializes in comprehensive wealth management and retirement plan advisory services. He works closely with individuals, families, business owners, and institutional clients to develop personalized financial strategies while coordinating investment, tax, estate, and retirement planning.
Before joining CAPTRUST in 2021, Stewart gained experience in operations, accounting, and business process improvement through roles with Amazon and Klayer & Associates.
Stewart earned his Bachelor of Business Administration in finance and accounting from Stetson University.
In his free time, Stewart enjoys distance running, marathons, hiking, and camping. One of his greatest joys is spending time with his 10 nieces and nephews, often cheering them on from the sidelines at their sporting events and activities.
Education
- Bachelor of Business Administration in finance and accounting, Stetson University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®