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 board for the YWCA of Pierce County and hosting international exchange students through AFS-USA. The other Stewarts include husband Jack and three adult daughters: Jeanine, Carly and Lia.
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.
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