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Stewart Neely

Senior Wealth Advisor

Cornerstone Wealth Planning

United States, North Carolina, Charlotte

About Me

Stewart is a Certified Financial Planner professional and began working with Cornerstone Wealth Planning in 2021. Prior to joining Cornerstone, his career has included roles in education, development and leadership spanning more than a decade. Stewart hopes to bring clarity to the complexities of finance, enabling clients to create attainable financial plans and achieve their goals. Stewart graduated from the University of North Carolina Wilmington in 2009, where he earned a Bachelor of Arts and a NC Teacher’s License. Furthermore, he graduated with a Masters of Divinity from Reformed Theological Seminary in Charlotte in 2014, serving in pastoral ministry at Christ Covenant Church for six

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Profile Information

Senior Wealth Advisor

Cornerstone Wealth Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Feb 18, 2025

Work Experience

Cornerstone Wealth Planning

Senior Wealth Advisor
Jan 2021 - Present
Email: sneely@cornerstone4planning.com

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