Stuart McCormick Email & Phone Number
CFP®, Financial Advisor
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Stuart McCormick Location
- Birmingham, MI, US
Stuart McCormick Work
- 2003 -now CFP®, Financial Advisor @ The Ohman/McCormick Retirement Group of Raymond James
- 2001 -2003 Registered Representative @ ABN AMRO Financial Services, Inc.
- 1999 -2001 Registered Representative @ Independence One Brokerage Services, Inc.
- 1999 -2000 Vice President, Premium Financial Services @ Michigan National Bank
Stuart McCormick Education
- Milligan College
Bachelor of Science (BS) (Accounting)
1982-1984 - University of Toledo 1980-1982
- Eastwood High School 1976-1980
Stuart McCormick Skills
- Estate Planning
- Portfolio Management
- Microsoft Office
- Financial Planning
- College Savings Plans
- Options Strategies
- Customer Service
- Strategic Planning
- Mutual Funds
- Long Term Care Insurance
- Retirement Planning
- Wealth Management
- Personal Financial Planning
- Investment Management
- Life Insurance
- 401K Retirement Plans
Stuart McCormick Summary
- Stuart McCormick, based in Birmingham, MI, US, is currently a CFP®, Financial Advisor at The Ohman/McCormick Retirement Group of Raymond James. Stuart McCormick brings experience from previous roles at ABN AMRO Financial Services, Inc., Independence One Brokerage Services, Inc. and Michigan National Bank. Stuart McCormick holds a 1982 - 1984 Bachelor of Science (BS) in Accounting @ Milligan College. With a robust skill set that includes Estate Planning, Portfolio Management, Microsoft Office, Financial Planning, College Savings Plans and more. Stuart McCormick has 2 mobile phone numbers on RocketReach.
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