As a Wealth Advisor with Ashton Thomas, Stewart delivers dynamic financial planning and customized investment management solutions to a select group of high-net-worth individuals, family offices, and corporate executives. His extensive experience across global and boutique firms—including SVB Private, Boston Private, Kayne Anderson Rudnick, and BNY Mellon Family Office—equips him with a versatile perspective in crafting tailored strategies that address each client’s unique financial needs.

What sets Stewart apart is his holistic approach to wealth management, going beyond investments to consider the full financial picture. He works proactively to mitigate risks and uncover opportunities across all aspects of his clients' lives, allowing them to focus on what matters most. This client-centric philosophy has enabled him to build deep, lasting relationships while guiding clients through life’s milestones and challenges.

Stewart earned a B.A. in Economics from Wheaton College in Massachusetts. He resides in San Francisco with his wife, Sandra. Outside of work, he enjoys skiing, sporting clays, travel, and wine.