Stacy Steuart

About Stacy Steuart

I have a firmly held belief that no two investors are alike. Whether they’re working, retired, business owners, families or individuals, all clients across the spectrum of wealth have unique goals. Partnering with me means you share your goals, your hopes and your fears, and we create a strategy and help you make investment decisions that help you feel secure on the path to achieving your goals. Together we will take the steps to help bring you closer to what is important. Since my teens, I’ve had an interest in financial services and investing. It is important to me that I am helping people learn how to understand those things for themselves. Prior to becoming a financial advisor in 2020, I worked in the insurance industry for 20+ years with a life insurance carrier educating and supporting individuals who sold our insurance, annuities and long-term care products. During that time, I held securities and insurance licenses as well as became a Certified Long-Term Care Professional. So, if it’s experience you’re looking for, I have a background that you can trust. With my home and office in Lynchburg, VA and previous resident of Virginia Beach and Tampa, FL, where I obtained my bachelor\'s degree from University of Tampa, I serve clients from across the region, state and country. Making sound financial decisions for your future starts with a discussion about instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2020 — Present · Lynchburg, VA, US

Education

• University of Tampa - John H. Sykes College of Business

  Bachelor's degree, Finance

  1990