Stuart has specialized in wealth accumulation and retirement planning for over 45 years. He has earned the Chartered Financial Consultant (ChFC), a chartered Life Underwriter (CLU), and a Chartered Retirement Planning Counselor (CRPC) designations.
Stuart has served as President of four different non-profit organizations in the Central Florida community including Rotary International, and continues to serve on many of their boards. He is past Chairman of both the Seminole County School Business Advisory Board, and the Finance Committee of Florida Citrus Sports.
Stuart is a resident of both Seminole and Brevard Counties, has three grown children and 4 grandchildren. He is proud to be married for over 50 years to the former Jo Ann Trippe of Winter Park, Florida.
- Bachelor’s of Science Degree University of Florida
- ChFC and CLU designations from the American College
- CRPC designation from the College for Financial Planning
- Life Member of Million Dollar Roundtable (MDRT)
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information https://www.mdrt.org/