Broker Check
James Stewart

James Stewart

Financial Consultant

As a financial consultant, I provide my clients with a local and personal financial services relationship that is supported by Ascent Financial Group in alliance with Equitable Advisors, LLC, a nationwide financial services organization. I have been providing financial services to clients for over 30 years with organizations such as PSERS (Public School Employees Retirement System).

My areas of expertise include retirement planning, business continuation, estate planning strategies, and educational funding planning. My philosophy is to guide my clients to financial freedom while reaching their specific financial goals.

I hold the designation of CLU, a professional title earned from the American College of Financial Services. I also have a Bachelor of Science degree in Marketing from Robert Morris University. Outside of work, I enjoy spending time with my family and traveling.