Jeffrey Stewart

The concept of “giving back” drives me to want to help people who may be facing financial challenges such as retirement income planning and educational funding. The process begins by using Merrill’s wealth planning approach to help you identify and pursue your financial goals and dreams. There are significant demands and complexities that can come along with different levels of wealth. Understanding your family, your concerns, goals and priorities provides the insight needed to walk you through a range of potential opportunities and strategies—and ultimately create a personalized plan that's aligned with your risk tolerance, time horizon, and liquidity needs.
My goal here at Merrill in Amarillo is to lead you and your family through a wealth planning process, how the markets operate, and the power of creating a financial strategy designed to help you grow and preserve wealth. Appreciating the importance of being supported at various moments in life fuels our desire to offer the same commitment to you.
I have a Bachelor's Degree from The University of Colorado. My wife Stacey and I have a passion for the outdoors, we love to go hiking out at Palo Duro Canyon State Park or visit the mountains of New Mexico and Colorado.