Daniel Stewart is an independent financial advisor and Investment Adviser Representative dedicated to helping clients navigate their most critical financial transitions. Prior to joining his family’s practice, Daniel served as a financial advisor for Suncoast Credit Union, where he managed six branch locations across Naples, Florida. Today, building upon that extensive institutional leadership experience, Daniel serves as the founder of Stewart Wealth Management, LLC, a registered investment advisory firm, and Vice President within his family practice operating under the DBA Stewart Wealth Advisors.

Based in Naples, Florida, Daniel serves a diverse clientele nationwide. He specializes in holistic wealth management, focusing heavily on tax-efficient income strategies and designing comprehensive plans to meet complex retirement income needs. By taking a top-down approach to his clients’ financial lives, he ensures that their investment portfolios, risk management, and retirement goals are fully aligned.

As part of his robust planning toolkit, Daniel is fully licensed in life, health, and annuities. This allows him to complement traditional investment strategies with specialized knowledge of advanced vehicles, including fixed indexed annuities, registered index-linked annuities (RILAs), and life insurance, to build resilient, customized income solutions.

Daniel emphasizes a strict standard of care through his Certified Financial Fiduciary® designation, ensuring his clients’ best interests always remain the driving force behind every strategy he implements.