Huston Stewart
Vice President - Southeast Regional Director at Congress Asset Management
- Role
- Vice President - Southeast Regional Director at Congress Asset Management
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Vice President - Southeast Regional Director
Mar 2016 — Present · Atlanta, GA, US
As Southeast Regional Director for Congress Asset Management, I cover all major Wirehouses, RIA\'s, and select independent firms within the Southeastern United States including GA, AL, N. FL, NC, SC, TN, VA, W. VA, MS, KY & LA. Focus relationships include Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, Raymond James, RBC, LPL, Oppenheimer, and Truist.
Skills
- Series 7
- Series 66
- Accredited Asset Management Specialist
- Chartered Retirement Planning Counselor
- Mutual Funds
- Financial Advisory
- Fixed Income
- Sales
- Business Development
- Separately Managed Accounts
- Investments
- Financial Services
- Series 63
- Financial Analysis
- Equities
- Asset Management
- Retirement
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