Bradley R. Stewart

1011 Loras Drive Suite B Freeport, IL 61032

815.297.0400

Brad is a lead and financial advisor in Savant’s Freeport, IL office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional and Professional Plan Consultant® (PPC®), Brad is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Brad has been involved in the financial services industry since 2013. Before transitioning to his current role, he was an investment research analyst for Savant, where he was responsible for creating investment analysis reports used by the financial advisors to develop planning and investment strategies, supporting research and due diligence of funds and fund managers for potential inclusion in Savant investment strategies, and generating reports for financial advisors including model portfolio, fund performance, and client benchmarking reports. He also served as a portfolio accountant for Savant.

Brad earned a bachelor of science degree in finance from Northern Illinois University.

Brad grew up in Freeport as a middle child with two sisters. He enjoys golfing, anything outdoors, and spending free time with his family in Freeport. Since returning to Freeport, he has enjoyed volunteering on the board of directors for two local charities and giving back to the community that raised him.

Education &
Designations

Northern Illinois University
Bachelor of Science in Finance
CERTIFIED FINANCIAL PLANNER® professional
Professional Plan Consultant® (PPC®)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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