Stuart F Cameron BEM

OSJ Branch Manager / Financial Planner

Stuart entered the financial services industry in 1999, when he joined Wharton Management Group. Since then he has helped individuals and families pursue their lifetime financial goals. 

Stuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall. He partners with clients to understand their needs and address their top concerns: preserving their wealth, mitigating taxes, generational planning, ensuring their assets are not unjustly taken and charitable giving. Social Security strategies and Medicare guidance.

Stuart services his clients virtually and has clients in States all over the country.  The level of service they recieve is no different to that of face to face meetings, only no need to leave the comfort of your home. That means no commuting, no babysitter and flexible meeting times. Being virtual means you do not have to drive, in traffic, to our office. You can meet with us on your lunch break at work, from your couch at home or on even while you are vacation. As long as you have a device and the internet, we can meet.

“I have been helping families and individuals through transitions for over a decade. From families with young children to individuals preparing for retirement, I understand that many people feel overwhelmed with too many choices and not enough time. I like helping them cut through the noise, clarify their priorities and create a plan to keep them on track financially.”

Stuart was awarded the British Empire Medal (BEM) for his military service by the Queen in her New Years Honors List in 1988.

We support the Purple Heart Service Foundation.

Stuart and his wife Karen live in the Pike Creek area. Born in Scotland, Stuart became an American citizen in 2005.

Stuart New Client Onboarding guide

http://www.meetmyadvisor.com

 

Phone 302-239-2111
Fax 888-438-6460