William Stewart

Retired Financial Professional

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 helped clients achieve financial results through his family-centered approach to financial planning and portfolio management.

Bill begin advising clients in 2003 and during that time held his 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 began his retirement January 2022.

Bill and his wife Dottie live in Montfort Heights, Ohio. In his retirement 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