Advising others is nothing new to Thomas Stewart. His father was a financial advisor so Thomas saw the career from all sides-the many phone calls, countless meetings and also the numerous times his dad played a critical role in assisting others pursue their goals. Those successes and Thomas’ own passion for helping people were the driving forces behind his decision to become an advisor offering professional advice and sound risk management while utilizing quality investment products.
An 13-year veteran of the financial services industry, Thomas doesn’t use “cookie cutter” or “A, B, or C” options. Instead, he follows several analysts and uses new ideas when formulating or adjusting the customized plans for each client. Thomas collaborates with individuals and business owners at every life stage including young entrepreneurs, corporate executives, pre-retirees and retirees. The organizations he serves include those operating in the energy, media, non-profit and technology sectors. His experience in dealing with people has taught him to pay close attention to what they don’t say; this allows Thomas to help clients face their fears and prepare accordingly.
Community Involvement and Support
- Rotary Club of Conroe, Member and Past President
- Montgomery County Fair Association
Education and Certifications
- Sam Houston State University, BBA
- Series 7 and 66 Securities Licenses
- Texas Life and Health Insurance Licenses
Professional Experience and Recognition
- Wells Fargo Advisors
- Edward Jones
Raymond James is not affiliated with the above organizations and/or charitable causes.