William M. Stewart

Financial Advisor

Phone: 513-449-1689
Fax: 513-624-3124

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Bill specializes in retirement planning for couples and individuals, and 401(k)/Profit Sharing plans for small to medium sized corporations. He helps clients achieve financial results through his family-centered approach to financial planning and portfolio management.

Bill has been advising clients since 2003. He holds series 7 and 66 securities registrations. He earned his B.S. in Mathematics from Xavier University, and spent 30 years in the telecommunications industry before beginning his retirement planning career.

Bill and his wife Dottie live in Montfort Heights, Ohio. In his leisure time, he spends time with his family, plays golf, runs, swims and enjoys the study of the stock market.

Check the background of this investment professional on FINRA’s BrokerCheck