Our Qualifications

William M Stewart, Financial Advisor, specializes in retirement planning for individuals, families, and 401(K) Profit Sharing Plans for small to medium sized corporations.

He helps clients achieve financial goals through his family-centered approach to financial planning and portfolio management.

Bill has been advising since 2003. He holds series 6,7, and 66 securities registrations and is an Investment Advisor Representative offering securities and Advisory Services through the Cetera Financial Group, member FINRA/SIPC.

He earned his B.S in Mathematics from Xavier University and spent 30 years in the telecommunications industry before beginning his retirement planning career.

Bill and his wife Dottie live in Monfort Heights, Ohio. In his leisure time, he enjoys spending time with his family, playing golf, running, swimming and the study of the stock market.

Mr. Stewart is registered and licensed in the following states to conduct business: CO, FL, GA, IN, KY, OH and NJ.

Gregory M Stewart, Staff Assistant, has been involved in the business for the past 2 years and is currently studying for the Series 7 representative exam. Following the stock market has been an ongoing hobby.

Greg spent 11 years in the United States Air Force and received his B.S. in Computer Science from the University of Colorado.

Greg is also currently the team lead of a successful software development team.