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


Stewart Neely
Senior Wealth Advisor
Cornerstone Wealth Planning
United States, North Carolina, Charlotte
About Me
Profile Information
Senior Wealth Advisor
Cornerstone Wealth Planning
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
Aug 29, 2025
Work Experience
Cornerstone Wealth Planning
Senior Wealth Advisor Jan 2021 - Present
Email: sneely@cornerstone4planning.com
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