Terri Stewart, CFP®
Originally from Chicago, Terri moved to Gig Harbor in 1983 seeking a more attractive and milder climate. Terri received a Bachelor of Arts in English from Kenyon College in 1979 and in 1986 graduated from Pacific Lutheran University with an MBA. After becoming a licensed broker Terri joined IDS American Express as a financial advisor. In 1992 Terri became part of the Raymond James team and earned her CFP® certification. In 2006 Terri and Zack Rosenbloom (CPA and CFP®) started their own Raymond James Branch with Terri as branch manager.
Terri stays active in the community by serving on the Finance Committee for the YWCA* of Pierce County and hosting international exchange students through AFS-USA*. Her family includes husband Jack, adult daughters Jeanine, Carly and Lia, sons-in-law, Andrew and Trevor, and grandchildren, Reese and Graham.
Terri specializes in helping clients meet their financial goals related to retirement, education and estate planning; matching investment portfolios to risk tolerance and financial needs; and working with individuals and small businesses.
Licenses and Designations
CERTIFIED FINANCIAL PLANNER™, CFP®
Hobbies: Running, biking, traveling and outdoor adventure.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Raymond James is not affiliated with the above listed organizations.
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