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Stewart Schmidt, Cfp® Email & Phone Number

Financial Advisor | Financial Planning at CAPTRUST
Location: Uniontown, Ohio, United States 10 work roles 1 school
1 work email found @captrust.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@captrust.com
LinkedIn Profile matched
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Current company
CAPTRUST
Role
Financial Advisor | Financial Planning
Location
Uniontown, Ohio, United States

Who is Stewart Schmidt, Cfp®? Overview

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Quick answer

Stewart Schmidt, Cfp® is listed as Financial Advisor | Financial Planning at CAPTRUST, based in Uniontown, Ohio, United States. AeroLeads shows a work email signal at captrust.com and a matched LinkedIn profile for Stewart Schmidt, Cfp®.

Stewart Schmidt, Cfp® previously worked as Senior Associate Financial Planner at Captrust and Associate Financial Planner at Captrust. Stewart Schmidt, Cfp® holds Accounting And Finance from Stetson University.

Company email context

Email format at CAPTRUST

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*@captrust.com
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AeroLeads found 1 current-domain work email signal for Stewart Schmidt, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Stewart Schmidt, Cfp®

Financial Planner at CAPTRUST. Focused on maximizing & protecting your wealth.CFP Certified. Motivated, Driven, and Determined to help others.Questions for me? Message me!Born & raised in Green, OH. Graduate from Stetson University in DeLand, FL.Financial Planner & Services Professional | Healthy Foodie |Eagle Scout | Division 1 Team Captain | Consulting Team Member | Brother | Uncle | Son

Current workplace

Stewart Schmidt, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Financial Advisor | Financial Planning
Raleigh, NC
Website
captrustadvisors.com
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10 roles

Stewart Schmidt, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Financial Planning

Captrust

Uniontown, OH, US

Senior Associate Financial Planner

Captrust

Raleigh, NC, US

Associate Financial Planner

Captrust

Raleigh, NC, US

Jul 2021 - Mar 2024

Bartender

Hyderhead Brewery
  • Consistently provided prompt service, manage cash and payments, and maintained customer satisfaction
  • Deliver excellent customer relations, building and maintaining positive communication and professional relationships
Sep 2020 - May 2021

Equity Research Analyst

Roland George Investment Program

Deland, FL, US

Effectively group managed a $5,000,000 AUM portfolio with a team using debt and equity securitiesPerformed advanced research and analysis across a variety of sectors, culminating in extensive and detailed reports and presentations.

Jul 2020 - May 2021

Area Manager Intern

Amazon

Seattle, WA, US

Jun 2020 - Aug 2020

Accounting Intern

Njy Camps
  • Largest Jewish sleep away camp in the world.*
  • Input and Recorded nearly $1.2M in receivables on Visiting Day.
  • Coordinated with management staff using Financial Edge software to reconcile bank statements(Dime Bank Big Checks, Sweep Account,Small Checks,Wells Fargo, Pex)
  • Receipt purchase orders to match and reconcile multiple monthly credit card bills, and input invoices to prepare for the approval of manual checks by the Board of Directors.
  • Utilize Raiser’s Edge donor database, including changes in user’s accounts, gift entry and query analysis with the goal of providing current, consistent and accurate data.
  • Maintained and updated payroll using Paycom.
Jun 2019 - Aug 2019

Hospitality Team Member

Xanterra Travel Collection

Greenwood Village, CO, US

  • Served as the cashier for employee dining and waiter for the formal Arizona Dining Room
  • Trusted to manage an allowance of a $600 bank to be counted and accounted for following each shift
  • Organizational and logistical tasks focused on providing key customer satisfaction at any cost
Jun 2018 - Aug 2018
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

AT Attila Toth Attila Toth Colleague at Captrust Warren, New Jersey, United States, United States View → MW Michael Wulff Michael Wulff Colleague at Captrust Minneapolis, Minnesota, United States, United States View → SS Sarah Schuetz Sarah Schuetz Colleague at Captrust Raleigh, North Carolina, United States, United States View → GH Glen Hahlen Glen Hahlen Colleague at Captrust Uniontown, Ohio, United States, United States View → DD Dara Day Dara Day Colleague at Captrust Atlanta, Georgia, United States, United States View → AF Amy Fullen Amy Fullen Colleague at Captrust Allentown, Pennsylvania, United States, United States View → BM Brandon Martineson, Mba, Nqpa™ Brandon Martineson, Mba, Nqpa™ Colleague at Captrust Dallas-Fort Worth Metroplex, United States View → RO Ryan Oravetz, Cfp® Ryan Oravetz, Cfp® Colleague at Captrust Denver Metropolitan Area, United States View → MS Melissa Stamatiades, Ctfa Melissa Stamatiades, Ctfa Colleague at Captrust Asheville, North Carolina, United States, United States View → AH Anthony Harvot, Cfp® Anthony Harvot, Cfp® Colleague at Captrust Dallas, Texas, United States, United States View →
1 education record

Stewart Schmidt, Cfp® education

  • Stetson University
    Stetson University
    Accounting And Finance
FAQ

Frequently asked questions about Stewart Schmidt, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stewart Schmidt, Cfp® work for?

Stewart Schmidt, Cfp® works for CAPTRUST.

What is Stewart Schmidt, Cfp®'s role at CAPTRUST?

Stewart Schmidt, Cfp® is listed as Financial Advisor | Financial Planning at CAPTRUST.

What is Stewart Schmidt, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Stewart Schmidt, Cfp® at CAPTRUST.

Where is Stewart Schmidt, Cfp® based?

Stewart Schmidt, Cfp® is based in Uniontown, Ohio, United States while working with CAPTRUST.

What companies has Stewart Schmidt, Cfp® worked for?

Stewart Schmidt, Cfp® has worked for Captrust, Hyderhead Brewery, Roland George Investment Program, Amazon, and Klayer And Associates, Inc..

Who are Stewart Schmidt, Cfp®'s colleagues at CAPTRUST?

Stewart Schmidt, Cfp®'s colleagues at CAPTRUST include Attila Toth, Michael Wulff, Sarah Schuetz, Glen Hahlen, and Dara Day.

How can I contact Stewart Schmidt, Cfp®?

You can use AeroLeads to view verified contact signals for Stewart Schmidt, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Stewart Schmidt, Cfp® attend?

Stewart Schmidt, Cfp® holds Accounting And Finance from Stetson University.

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