Carl Stuart Email & Phone Number
President, Investment Advisor @ Stuart Investment Advisors
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Carl Stuart Location
- Austin, TX, US
Carl Stuart Work
- President, Investment Advisor @ (July 2020 - Present)
- President, Branch Manager @ Carl Stuart Investment Advisor, Inc. Raymond James (December 1997 - July 2020)
- Financial Advisor @ Rauscher Pierce Refsnes, Inc. (January 1989 - January 1997)
- Financial Advisor @ (January 1984 - January 1989)
- Financial Advisor @ Rotan Mosle Inc. (January 1979 - January 1984)
Carl Stuart Education
- University of Iowa
Bachelor's degree (Political Science and Government)
1965-1969
Carl Stuart Skills
- Investments
- Financial Advisory
- Strategic Financial Planning
- Asset Management
- Asset Allocation
- Asset Managment
- Estate Planning
- Wealth Management
- New Business Development
- Customer Service
- Public Speaking
- Research
- Entrepreneurship
- Management
- Project Management
- Marketing
- Strategy
- Sales
Carl Stuart Summary
- Carl Stuart, based in Austin, TX, US, is currently a President, Investment Advisor at Stuart Investment Advisors. Carl Stuart brings experience from previous roles at Carl Stuart Investment Advisor, Inc. Raymond James, Rauscher Pierce Refsnes, Inc., Kidder, Peabody & Co. and Rotan Mosle Inc.. Carl Stuart holds a 1965 - 1969 Bachelor's degree in Political Science and Government @ University of Iowa. With a robust skill set that includes Investments, Financial Advisory, Strategic Financial Planning, Asset Management, Asset Allocation and more. Carl Stuart has 2 emails and 2 mobile phone numbers on RocketReach.
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