Tim Stewart, CFP®
Mr. Stewart is the Head of Business Development and has been with HD Vest since 2006. With over 11 years’ experience in Business Development, Mr. Stewart oversees all functions of advisor recruitment, business development strategies, and business planning. He also leads the professional sales team with our sister company TaxAct.
Mr. Stewart is highly experienced in helping business professionals transition their current firm into offering financial services to their client base, as well as transitioning seasoned financial advisors into a platform at HD Vest that can better suit their clients’ needs and growth potential. Throughout his tenure he has overseen the transition of more than 4,000 professionals to HD Vest.
Prior to his role as Head of Business Development, Mr. Stewart served as a Wealth Management Consultant, as well as working with High Net Worth Clients and Advisors as a Wealth Planning Specialist.
Tim is a guitar enthusiast, and enjoys mountain biking, fly fishing, and spending time with his wife and two precious sons. Mr. Stewart has a Bachelor of Business Administration from Dallas Baptist University, is a CERTIFIED FINANCIAL PLANNER ™, a Certified Fund Specialist®, and a Certified Annuity Specialist™. He also holds the Series 7 and 63 securities licenses as well as the Texas Life and Health Insurance Agent license.