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Grant Stewart, Financial Advisor serving the Salem, OR area - Ameriprise Advisors

Grant Stewart

Financial Advisor

Hourglass Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

  • BS, Business Administration - Finance, Oregon State University, Magna Cum Laude

Previous experience

  • Financial Planner, Willamette Financial Group, LLC through SagePoint Financial, Inc., 2006-2013
  • Special Project Manager, Store Manager & Market Representative, with Bose Corporation, 1995-2006

Community participation

Interests

  • Spending time with my wonderful family; my wife Lisa, daughter Amber and son Austin.
  • Enjoying the outdoors while hiking, camping, cycling, surfing, and scuba diving.
  • Rediscovering every time I tee it up, how far I have yet to go to lower my golf handicap.
  • Flying as a licensed private pilot.