Taylor Stewart, Cfp® work email
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Taylor Stewart, Cfp® personal email
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I've had the privilege of growing up in the world of financial planning. As a child, I would tag along with my father, a financial advisor, and I can remember sitting in on my first client meeting when I was just a little taller than the table.This industry has always held a special place in my heart. It's not just a job to me; it's a profession I deeply care about, shaped by a lifelong admiration. In fact, before becoming an advisor in 2016, I believed it was the second noblest profession, right after doctors.However, I soon discovered that the rest of the world doesn't always share this sentiment. That bothered me, and it sparked the creation of Ataroke—a firm dedicated to putting the advice back into Advisor.I’m grateful for the experiences that led to this point. I learned what an advisor has to say about money during countless conversations at the dinner table as a child. I learned what the textbooks had to say about money in college, earning undergraduate degrees in Accounting and Finance and a graduate degree in Accounting. I then learned what businesses had to say about money as an auditor at PwC, where I also learned how to think critically and skeptically. Finally, I learned the difference between what the textbooks and businesses say about money and what real people care about money as an Investment Advisor at Macro Wealth Advisors.Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.I consider myself fortunate to have found my professional purpose—helping people improve their relationship with money and make better financial decisions. Ataroke is my way of pursuing that purpose. I approach it just like I do my personal life—a continuous cycle of action, learning from failures, reflecting, and striving for improvement. Progress, not perfection, is my guiding principle.
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FounderAtaroke Wealth Dec 2022 - PresentMckinney, Texas, United StatesFull-service financial advice firm located in McKinney, TX.Independent. Fiduciary. Fee-only. No sales. Just advice. -
Investment AdvisorMacro Wealth Advisors, Inc. Nov 2016 - PresentDallas-Fort Worth Metroplex -
Assurance AssociatePwc Sep 2013 - Oct 2016 -
Tax InternMontgomery Coscia Greilich Llp May 2012 - Aug 2012Plano, Tx
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AnalystPrice College Of Business Student Investment Fund Aug 2011 - May 2012
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Executive AssistantMacro Wealth Advisors, Inc. Jun 2009 - Aug 2009 -
Sales AssociateAustad'S Golf Apr 2007 - Aug 2008
Taylor Stewart, Cfp® Education Details
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Southern Methodist University - Cox School Of BusinessAccounting -
Business Administration; Finance And Accounting
Frequently Asked Questions about Taylor Stewart, Cfp®
What company does Taylor Stewart, Cfp® work for?
Taylor Stewart, Cfp® works for Ataroke Wealth
What is Taylor Stewart, Cfp®'s role at the current company?
Taylor Stewart, Cfp®'s current role is Founder of Ataroke Wealth.
What is Taylor Stewart, Cfp®'s email address?
Taylor Stewart, Cfp®'s email address is ts****@****tna.com
What is Taylor Stewart, Cfp®'s direct phone number?
Taylor Stewart, Cfp®'s direct phone number is (800) 624*****
What schools did Taylor Stewart, Cfp® attend?
Taylor Stewart, Cfp® attended Southern Methodist University - Cox School Of Business, University Of Oklahoma - Price College Of Business.
Not the Taylor Stewart, Cfp® you were looking for?
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Taylor Stewart, CFP®, CIMA®
Chevy Chase, Md3gmail.com, wisc.edu, rbc.com
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