John Stewart AAMS®
Starting with A.G. Edwards in 2005 John has been lucky enough to be with the same office throughout his professional career. As an Accredited Asset Management Specialist with licenses to sell securities in 29 states John is able to offer a wide range of services, from selecting individual investments to developing a comprehensive retirement plan using the firm’s Envision® Process. With access to a broad array of company resources -- including economic and market experts -- John can help clients make informed investment decisions.
Depending on the client's preferences, as a Fundamental Choice Portfolio Manager* John has the ability to actively manage portfolios on an ongoing, discretionary basis aided with the research from the Wells Fargo Investment Institute. And because he doesn’t have any product sales quotas, John is free to recommend the most appropriate products and services for his client’s unique situations.
John has lived in the community for more than 40 years and has been active in several charitable organizations. A 1978 graduate of George School, a coeducational prep-school in Newtown, Penn., John has bachelor degrees in history and photojournalism from Western Kentucky University, Bowling Green, Ky. is an avid skier, boater, fly fisher, alpinist, and cyclist. John and his wife Elaine live at Clark Lake where they have raised their three children, Connor, William and Katherine. John’s son, William is now a salaried Financial Advisor with Meridian Wealth Management since joining the team in 2021.
John’s Associate(s): Barbara Lee, Client Associate
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.