Bradley R. Stewart

Bradley “Brad” Stewart is a lead advisor and financial advisor based in our Freeport, Illinois, office, where he serves high-net-worth and ultra-high-net-worth families, business owners, retirees, and nonprofit institutions. As a CERTIFIED FINANCIAL PLANNER® professional and Professional Plan Consultant® (PPC®), he provides comprehensive wealth management advice spanning investment strategy, tax planning, retirement planning, estate and wealth transfer planning, charitable giving, and business succession planning.

Since entering the financial services industry in 2013, Brad has worked closely with clients to help them navigate complex financial decisions and life’s important transitions. Acting in a fiduciary capacity, he serves as a thoughtful partner and advocate, helping clients bring greater clarity to decisions that affect their families, businesses, and long-term goals. With a calm demeanor, attentive listening, and practical guidance, Brad is passionate about providing consistent, values-driven advice tailored to each client’s unique circumstances.

Brad earned a bachelor’s degree in finance from Northern Illinois University in DeKalb. A Freeport native, he and his wife, Katie, enjoy raising their two children, Brooks and Maeve, in the community they proudly call home. Brad believes strongly in giving back to the community that helped shape him and currently serves on the boards of the Highland Community College Foundation and United Way of Northwest Illinois.

When away from the office, he enjoys golfing, exploring local parks and attractions with his family, watching true crime documentaries with Katie, and spending time with relatives and friends throughout Northwest Illinois.