Tim Stewart joined Avantax, then HD Vest, in 2006 and now oversees recruitment of Financial Professionals, business development strategies, and business planning.
He is highly experienced in helping business professionals evolve their firms into ones offering financial services to clients. He helps transition seasoned Financial Professionals onto Avantax Wealth Management platforms that can better fit their clients’ needs and long-term plans. He has overseen the transition of more than 4,000 Financial Professionals to Avantax.
Before leading business development, Tim served as a wealth management consultant, and worked with high-net-worth clients and Financial Professionals as a wealth planning specialist.
Tim earned his bachelor’s degree from Dallas Baptist University, and is a CERTIFIED FINANCIAL PLANNER ™ professional, a Certified Fund Specialist®, and a Certified Annuity Specialist™. He holds the Series 7 and 63 licenses, and the Texas Life and Health Insurance Agent license.