Kevin Stewart

,CFP®

Senior Planning Associate

What do you value most in your client relationships?

The greatest value comes from growing alongside my clients through life’s changes. I value relationships that evolve over time, adapt as goals shift, and are grounded in mutual respect and shared purpose.

How do you feel you help to create impact for clients?

I believe the most meaningful impact comes from truly caring about my clients and their lives. By listening closely and putting their best interests first, I help them make confident decisions that align with what matters most to them

What do you enjoy most about working at Modera?

I value being part of a firm where doing what’s right for the client is the foundation of every decision, and where everyone is aligned around a shared commitment to exceptional client care.

Where did you grow up? Where do you live now?

I was born in Columbia South Carolina but was raised in Fort Mill, SC which is a suburb of the Charlotte area. After graduating from University of South Carolina I moved back to the Charlotte area and have been here ever since.

Articles by Kevin Stewart

Professional Designations

CERTIFIED FINANCIAL PLANNER®

Education

University of South Carolina,

BS, Sport and Entertainment Management

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