Barbara A. Stewart, CFP® - Advisor

Barbara Stewart joined the firm in January 2006 as an Advisor. Barbara began her career in 1988 managing more than $25 million in non-profit trust funds, and then moved into personal financial planning in 1990. Her diverse experience includes three years in Tokyo, addressing the financial planning needs of U.S. citizens abroad, and in Hong Kong evaluating Asian investment and hedge-fund managers. Barbara has spent the past 7 years working with individuals and families on their personal finances.

Barbara graduate Summa Cum Laude with a B.B.A. from Sam Houston state University in 1988. She became a Certified Financial Planner™ licensee in 1997. Barbara is active in the Houston Financial Planning Association, serving as Public Relations Director for 2004 and 2005. She has also instructed a portion of the Certified Financial Planner™ designation review course at Rice University. Barbara is a native Texan and enjoys training and competing with her dressage horse, Usache.

Barbara offers Securities through FSC Securities Corporation, a registered broker/dealer. Mmeber FINRA/SIPC. Advisory Service offered through Stavis Margolis Advisory Services, Inc., a registered investment advisor not affiliated with FSC.