Stewart Fields Email & Phone Number
Managing Director and Certified Financial Planner @ OpenAir Advisers
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Stewart Fields Location
- Dallas, TX, US
Stewart Fields Work
- Managing Director and Certified Financial Planner @ (March 2019 - Present)
- Certified Financial Planner @ (November 2015 - March 2019)
- Founder @ Turboadvisor (August 2013 - August 2018)
- Wealth Advisor @ (January 2010 - August 2014)
Stewart Fields Education
- Southern Methodist University
(Finance)
- University of Missouri - Columbia
Bachelor of Science (Economics, Corporate Finance, Banking, Law)
Stewart Fields Skills
- Microsoft Excel
- Series 7
- Public Speaking
- Retirement Planning
- Strategic Financial Planning
- Securities
- Mutual Funds
- Customer Service
- Finance
- Investments
- Retirement
- Investment Advisory
- Marketing
- Financial Modeling
- Financial Analysis
- Wealth Management
- Asset Allocation
- Accounting
- Insurance
- Estate Planning
Stewart Fields Summary
- Stewart Fields, based in Dallas, TX, US, is currently a Managing Director and Certified Financial Planner at Openair Advisers. Stewart Fields brings experience from previous roles at Lake Point Advisory Group, Turboadvisor and United Capital Financial Advisers, LLC. Stewart Fields holds a Southern Methodist University. With a robust skill set that includes Microsoft Excel, Series 7, Public Speaking, Retirement Planning, Strategic Financial Planning and more. Stewart Fields has 2 emails and 7 mobile phone numbers on RocketReach.
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