Senior Wealth Advisor
Ria
AeroLeads people directory · profile
Dylan J. Stewart, Cfp®, Cpa Email & Phone Number
Senior Wealth Advisor
at
RIA
1 work email found
@nextlevelnj.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Dylan J. Stewart, Cfp®, Cpa? Overview
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Quick answer
Dylan J. Stewart, Cfp®, Cpa is listed as Senior Wealth Advisor at RIA, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at nextlevelnj.com and a matched LinkedIn profile for Dylan J. Stewart, Cfp®, Cpa.
Dylan J. Stewart, Cfp®, Cpa previously worked as Youth Soccer Trainer at Next Level Training and Wealth Advisor at Kaydan Wealth Management. Dylan J. Stewart, Cfp®, Cpa holds Bachelor Of Science In Accounting, Accounting And Finance from Oakland University.
Company email context
Email format at RIA
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*@nextlevelnj.com
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AeroLeads found 1 current-domain work email signal for Dylan J. Stewart, Cfp®, Cpa. Compare company email patterns before reaching out.
Profile bio
About Dylan J. Stewart, Cfp®, Cpa
For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Listed skills include Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, and 10 others.
Current workplace
Dylan J. Stewart, Cfp®, Cpa's current company
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8 roles
Dylan J. Stewart, Cfp®, Cpa work experience
A career timeline built from the work history available for this profile.
Youth Soccer Trainer
Wealth Advisor
Current-Formulate financial plans and strategies for clients (give advice).-Assist clients with implementation of recommended and agreed-upon strategies.-Generate tax pro-formas, reports, and other deliverables for both client-facing and back-office needs.-For new clients, assist with data collection and input into financial planning software.-Organize and analyze financial data received from new and existing clients.-Handle client-related requests and account service inquiries.-Manage investments in 500+ client accounts.
Nov 2021 - Present
Youth Soccer Trainer
Current
Next Level Training
-Direct group drills to practice new techniques for groups of 4-40 trainees.-Supervise youth activities to implement skills in game settings.-Teach dribbling tactics for youth soccer players.
Jun 2008 - Present
Investment Associate
-Creating financial statements, fiscal projections, and business analyses for 3rd – 6th generation Ford Family members. -Processing client trades and accounting for daily trade activity from execution to settlement using the AXYS Black Diamond portfolio accounting software. -Creating and consolidating 250 client SMA accounts including 110,000+ lots for 100+ clients into a global fund for easier management of Ford Family equity positions. -Inputting and managing client case work within the Salesforce CRM database.-Perform due diligence on venture capital firms for potential investment opportunities.-Formulate asset allocations and strategies for client portfolios.-Implement recommended and agreed-upon plans of action.-Employee Engagement Council co-chair tasked with creating office efficiencies and planning volunteer events.
Aug 2016 - Aug 2021
Fso Staff Accountant
-Audited the Financial Statements of a Fortune 500 Public SEC Filing Bank.-Additional experience related to control testing, walkthrough, and substantive testing on a Mortgage Lending Company, Mutual Fund Company, Life Insurance Company, HR Staffing Company, and several Trust Funds.
Sep 2014 - Aug 2016
Fso Assurance Intern
-Auditing the Financial Statements of a Fortune 500 Public SEC Filing Bank.-Additional experience related to control testing, walkthrough, and substantive testing on a Mortgage Lending Company, Mutual Fund Company, Life Insurance Company, and several Trust Funds.
Jun 2013 - Aug 2013
Accounting Intern In The Athletics Department
-Maintain established payment procedures to suppliers. -Update current policies and procedures in the Athletics Department. -Issue travel expense summaries, reimbursement vouchers, and payment vouchers. -Authorize sales of tickets and complimentary passes for university athletic events.
Sep 2012 - Apr 2013
1 education record
Dylan J. Stewart, Cfp®, Cpa education
-
Oakland University
FAQ
Frequently asked questions about Dylan J. Stewart, Cfp®, Cpa
Quick answers generated from the profile data available on this page.
What company does Dylan J. Stewart, Cfp®, Cpa work for?
Dylan J. Stewart, Cfp®, Cpa works for RIA.
What is Dylan J. Stewart, Cfp®, Cpa's role at RIA?
Dylan J. Stewart, Cfp®, Cpa is listed as Senior Wealth Advisor at RIA.
What is Dylan J. Stewart, Cfp®, Cpa's email address?
AeroLeads has found 1 work email signal at @nextlevelnj.com for Dylan J. Stewart, Cfp®, Cpa at RIA.
Where is Dylan J. Stewart, Cfp®, Cpa based?
Dylan J. Stewart, Cfp®, Cpa is based in Detroit Metropolitan Area, United States while working with RIA.
What companies has Dylan J. Stewart, Cfp®, Cpa worked for?
Dylan J. Stewart, Cfp®, Cpa has worked for Ria, Next Level Training, Kaydan Wealth Management, Ford Estates Llc, and Ey.
How can I contact Dylan J. Stewart, Cfp®, Cpa?
You can use AeroLeads to view verified contact signals for Dylan J. Stewart, Cfp®, Cpa at RIA, including work email, phone, and LinkedIn data when available.
What schools did Dylan J. Stewart, Cfp®, Cpa attend?
Dylan J. Stewart, Cfp®, Cpa holds Bachelor Of Science In Accounting, Accounting And Finance from Oakland University.
What skills is Dylan J. Stewart, Cfp®, Cpa known for?
Dylan J. Stewart, Cfp®, Cpa is listed with skills including Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Training, Powerpoint, and Sales.
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