Stewart leads marketing and communications at Watermark Stone Wealth, spending most of his working day growing relationships with current and potential clients.
After a fulfilling career in the pharmaceutical industry, Stewart jumped ship to the financial industry in May 2005. That is when he became a founding partner of Watermark Wealth Management, along with Chuck Magyar and David Lyon. Over the next 15 years the three partners built a successful financial advisory practice, culminating with the recent creation of Watermark Stone Wealth.
The newly expanded team shares many values and beliefs, including the importance of trustworthiness and the paramount reputation of always placing the clients’ interests first.
A gifted communicator, Stewart’s life goal is to take the jargon out of the financial industry. He believes that every wealth concept can be communicated clearly, without technical language. He is a warm, personable, caring, and understanding member of the team.
Stewart’s three adult children keep him in check outside of the office. In his spare time, he enjoys cycling, golf, cooking and trying to perfect his art of sour-dough bread making.