Stuart entered the financial services industry in 1999, when he joined Wharton Management Group. Since then he has helped individuals and families fulfill their lifetime financial goals.
Stuart serves his clients virtually using online platforms for onboarding and communication and 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 was awarded the British Empire Medal (BEM) for his military service by the Queen in her New Years Honors List in 1988.
In his role of OSJ Branch Manager, Stuart is responsible for training and supervising the other members of the team and also the recruitment of suitable candidates for the Wharton Investment Consultants team. Stuart is a member of The Financial Services Institute.
Stuart and his wife Karen live in the Pike Creek area. Born in Scotland, Stuart became an American citizen in 2005.
Member of the Financial Services Institute.
Stuart is a Certified Fit-To-Retire Coach - click on the logo to go to Stuart's Fit-To-Retire page.