Financial Advisor, Suzanne Stewart, is a former Wall Street equity analyst specializing in Internet, Software, and Consumer Products companies. After retiring in her 40s to spend time with her children and their various travel sports, Suzanne decided to return to work and to help others achieve their financial goals. With a love for analyzing data, Suzanne aspires to create an optimal plan for success catered to every client's unique challenges and needs. Before beginning her professional career, Suzanne earned a Bachelor of Science in Business Management from the Massachusetts Institute of Technology. After working at a start-up software company and living in London for two years, she moved to New York City and earned her MBA from Columbia Business School.
Suzanne relocated her family to Brentwood in 2017. She is the proud wife of a retired Special Forces soldier, and together they have four children. She is a former competitive figure skater, and both Suzanne and her husband, Ken, competed in the 2017 Obstacle Course World Championship. More recently, Suzanne is an avid hot yoga enthusiast and enjoys visiting her friends and clients around the world. Suzanne is also a die-hard Nashville Predators fan.
Education:
- B.S. Management Science, Massachusetts Institute of Technology
- MBA, Columbia Business School
Professional Services:
- Retirement Planning
- Financial Planning
- Wealth Management
- Cash Flow Planning
- College Planning
- Estate, Legacy, and Philanthropic Planning
Professional Qualifications:
- Former equity analyst covering Software and Consumer stocks at Capital Group
- Former equity analyst covering Internet and Software stocks on the #1 ranked Institutional Investor team at Morgan Stanley
- Life and Health Insurance License
- Series 7, 66 Securities Registration
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks
Community / Industry Involvement:
- Former Executive Mother’s Club Board Member at Montgomery Bell Academy
- Volunteer at Special Forces Association, Chapter 38
- Awarded 2023 Honor Roll of Service as Regional Chair of MIT’s Educational Council for Middle Tennessee