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An Ameriprise Platinum Financial Services® Practice

 
 
Stewart Barnes Ameriprise Financial Advisor

Stewart Barnes

CFP®

Financial Advisor

We shape financial solutions for a lifetime.®

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540.769.0052

stewart.l.barnes@ampf.com

 
 

11

Years of Experience

97

Client Satisfaction Score

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BARNES AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
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Office Location

3140 Chaparral Dr SW
Bldg C
Roanoke, VA 24018-4370
Map Phone: 540.769.0052 Fax: 540.769.0060

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Awards & Recognition

  • Ameriprise Circle of Success , 2006 - 2011

Professional Networks

View my LinkedIn Profile

Education

  • Bachelors of Science - Virginia Military Institute, 1986
  • Masters of Science - University of Virginia, 1994

Professional Associations

My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Retirement Income Strategies

Interests

Building and developing teams and teamwork is a passion of mine because I have experienced the impact that a great team can have on solving problems and achieving goals. Through my college education at the Virginia Military Institute, experiences in the U.S. Army and as a civil/environmental engineer, I learned that large, complex projects are designed and built successfully using an array of a team of subject matter experts. This passion for building and working within effective and highly functional teams is why we have employed the advisory team approach to designing solid financial plans and serving our clients' needs into the future.


Community Participation

In my personal life I am drawn to teamwork as well, whether it is coaching youth athletics in our local recreation programs, serving on non-profit boards, or working within my church, I usually am drawn to working in groups that are tasked with accomplishing some goal or solve some kind of problem. Seeing things change for the better, as a result of a group of people working together in their strengths, provides the greatest sense of satisfaction for me.

Roanoke Education Foundation, Board Member

Patrick Henry High School Athletic Boosters Assn., President

Greater Southwest (Roanoke) Athletic Assn, Basketball Coach

Young Life of the Roanoke Valley, Supporter

Church of the Holy Spirit, Roanoke, Virginia, Member

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Watch

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License Information

I am licensed and registered to conduct business in VA.
Based on licenses and registrations I hold, I may also conduct business in IL, NE, PA, CO, AL, WV, MO, AZ, WA, FL, NC, MD, SC, TX, CA, NJ, ID.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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