Tim Stewart, CFP®, Vice President, Business Development

 

Tim Stewart is Vice President of Business Development for Avantax Wealth Management; he has been with the company since 2006. With more than 15 years of business development experience, Tim oversees recruitment of Financial Professionals, business development strategies, and business planning. He previously led the professional sales team with its sister company, TaxAct.

 

Tim is highly experienced in helping business professionals evolve their firms into ones that offer financial services to clients. He also helps transition seasoned Financial Professionals onto Avantax Wealth Management platforms that can better fit their clients’ needs and long-term plans. Tim 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 a Bachelor of Business Administration from Dallas Baptist University, and he is a CERTIFIED FINANCIAL PLANNER ™ professional, a Certified Fund Specialist®, and a Certified Annuity Specialist™. He also holds the Series 7 and 63 securities licenses, and the Texas Life and Health Insurance Agent license.