Steve Stewart

  • CFP®
  • RICP®

Financial Advisor

“I believe carefully listening to what your clients have to say, with focus and respect, is the only way to understand how to help them, and learn what they value.”

Steve Stewart joined Carroll Financial in 2012. Originally from Maryland, he has lived in Charlotte since 1994 after graduating with a Bachelor’s Degree in Accounting from James Madison University in Harrisonburg, VA.  Prior to Carroll Financial, he built his own practice as an independent financial advisor affiliated with HD Vest.

As a CERTIFIED FINANCIAL PLANNER™ Practitioner and Retirement Income Certified Professional™, Steve works closely with his clients to help them define their financial goals, and develop a “road map” for reaching those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

In all client relationships, Steve’s values are built on humility, respect for all individuals, and personal accountability.  “I believe carefully listening to what your clients have to say, with focus and respect, is the only way to understand how to help them, and learn what they value.”

Steve and his wife Liane are the very proud parents of their daughters Natalie and Jennifer.  They live in Providence Plantation and are active members of St. Matthew Catholic Church. Steve serves as a member of the Siskey YMCA Board of Directors and also volunteers with the Greater Matthews Habitat for Humanity.

Steve Stewart's Approach

I believe carefully listening to what your clients have to say, with focus and respect, is the only way to understand how to help them, and learn what they value.

- Steve Stewart

In all client relationships, Steve’s values are built on humility, respect for all individuals, and personal accountability.  Steve works closely with his clients to help them define their financial goals, and develop a “road map” for pursuing those goals. His clients cover a broad spectrum in age and area of focus.