Partner

John Stewart, MBA

Credentials: Registered representative with LPL Financial. Holds FINRA Series 7 and 63 licenses through LPL Financial, as well as a Life, Health and Accident Insurance license.

Education: B.S Finance — Louisiana State University, M.B.A — University of New Orleans 

Practice Focus: manages client relationships and provides client services as an investment advisor representative to develop and implement highly specialized and detailed financial plans for his clients.

Of Note: resides in Baton Rouge with wife, Kim, and their six children: Andrew, David, Theresa, Catherine, Michael and Anna Kathleen.