William Stewart

Financial Advisor at First Command Financial Services, Inc.

Role
Financial Advisor at First Command Financial Services, Inc.
Location
Charleston County, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Stewart

Periodically I post information regarding my employer First Command Financial Services…

Experience

  1. Financial Advisor

    First Command Financial Services, Inc.

    Jul 2020 — Present · North Charleston, SC, US

    Bill Stewart joined First Command Financial Services as a Financial Advisor in July 2020, following a 25-year career in the United States Army, where he attained the rank of CSM. Bill understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.A graduate of Excelsior College with a Bachelor’s degree in Business Administration and Management, Bill holds Series 7 and 66 securities licenses plus life and health insurance licenses in South Carolina, Tennessee, Kentucky, and Ohio.Bill is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. His areas of focus include: Comprehensive financial planning Military benefits Investment strategies Retirement income planningActive in his community, Bill is a member of AUSA Coastal South Carolina Chapter and 32nd Cavalry and Armor Association.First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Education

  • Central Texas College

    Associate's degree

    2005 — 2014

  • Excelsior College

    Bachelor of Business Administration (B.B.A.)

    2015 — 2016

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William Stewart — Financial Advisor at First Command Financial Services, Inc. in Charleston County, SC, US | Unifers