Sarah Stewart Email & Phone Number

Sarah M. Stewart, CFP® ǀ PartnerMy career in the financial services industry began in 2001 at Fidelity Investments as a Securities Trader. Working at one of the nation’s largest mutual fund companies gave me great exposure to various client investment needs and concerns. From there, I joined Cetera Advisors LLC (formerly Multi-Financial Securities Corporation). Cetera Advisors LLC is now the second largest independent broker dealer firm in the country. As much as learned at Fidelity, it was nothing compared to all that I was exposed to when joining Cetera. I have obtained my CERTIFIED FINANCIAL PLANNER ™ or CFP® certification and am a Registered Representative and Investment Advisor Representative. Furthermore, I’ve obtained my Series 24 registration which enables me to supervise and manage branch activities.What I enjoy most is helping individuals and families plan and protect their financial resources. Financial decision making can be confusing and complex. I help bring clarity to this process by working with clients to define what it is they are trying to accomplish. I then review what strategies they have in place and also discuss any gaps in their plan. After that, I make and implement recommendations to help clients meet the goals they’ve initially defined as well as fill in any unaccounted gaps. Finally, I periodically monitor the client’s strategies to ensure they are working towards their goals.Degrees/Designations: CERTIFIED FINANCIAL PLANNER ™, University of Dayton ~ BS in Finance and Minor in SpanishLicenses and Registrations: Ohio Life, Health, and Accident Insurance, Ohio Notary, Securities Registration Series 7, 24, 31, 51, 63 & 65Email me at sstewart@fhtadvisors.comCall me at 513.489.8588 Ext. 103Branch Address: 10250 Alliance Road, Suite 125, Cincinnati, OH. 45242

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  University Of Dayton

  Finance