Alexandra Stewart
Financial Advisor at Buttonwood Financial Advisors
- Role
- Financial Advisor at Buttonwood Financial Advisors
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Alexandra Stewart
As a Financial Advisor with Buttonwood Financial Advisors, I lead clients to make informed choices based on a clear, understandable, and methodical review of all aspects of their financial lives.My favorite part of the financial planning process is uncovering the unique opportunities and strengths that clients have, and encouraging them to take action. Financial planning often uncovers potential problems or threats, but it\'s gratifying to present answers to make it easy for clients to address them. I love to share my findings and watch the light bulb come on when clients understand how everything fits together.
Experience
Financial Advisor
Dec 2018 — Present · Baltimore, MD, US
Lead clients through each step of the financial planning process, from the initial discovery meeting, to the financial plan preparation and presentation, to the implementation of actionable items.• Identify clients\' potential strengths, opportunities, threats, and risks by evaluating all aspects of their financial life, including investments, cash flow, tax liability, workplace benefits, debts, and insurances.• Develop recommendations and formulate unbiased, objective advice based on clients\' unique financial situations and goals.• Prepare personalized financial plans and present findings in a clear, understandable way that motivates clients to take action.
Education
Towson University
Bachelor’s Degree, Business Administration - Finance Concentration
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