MEET RICHARD

Richard Stewart, ChFC®

Office: 208-523-7000
Cell:    208-589-1390

 rstewart@woodburyfinancial.net

 

Richard is a graduate of the University of Utah with a B.A. and an M.A. degree.  He earned the Chartered Financial Consultant® designation from the American College in 2006.

Richard has over 22 years of experience beginning his career at Zions Capital Markets.  He began his career in institutional sales of Treasuries, Municipal bonds, and Mortgage-backed securities to banks.  He then went to American Express Financial Advisors where he was licensed as Financial Advisor.  Richard joined FSC Securities in 2002 and started Stewart Financial to help others achieve financial success.  Richard joined Woodbury Financial Service in 2017.

Richard’s expertise is in:

  • Retirement Planning
  • Wealth Management
  • Insurance Planning