Steward Wealth Strategies logo

Steward Wealth Strategies Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Steward Wealth Strategies operates in the financial services sector, specializing in wealth management. The firm is based in Raleigh, North Carolina. It identifies as faith-based and seeks to help clients derive greater life and purpose from their wealth.
Its client base comprises individuals seeking wealth management that reflects personal values and life objectives. As a smaller firm, it serves a local client population from the Raleigh area. Full disclosures are available on its website.

Find Steward Wealth Strategies employees' phone numbers or email addresses

Steward Wealth Strategies Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Europe
1

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  • Netherlands
    1

Oceania
1

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  • Australia
    1

Steward Wealth Strategies's Leadership

  • Stylized image of a person
    B. S. C. C. C.
    President | Founder | Dave Ramsey Smartvestor Pro
  • Stylized image of a person
    G. C.
    Certified Financial Planner Wealth Manager
  • Stylized image of a person
    D. G.
    Client Services Associate
  • Stylized image of a person
    K. L.
    Executive Assistant
  • Stylized image of a person
    D. S.
    Wealth Associate
  • Stylized image of a person
    R. H.
    Innovation & It Specialist

Steward Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Business
  • Community & Social Services
  • Program & Project Management
  • Other

Contact profiles from Steward Wealth Strategies

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. C.
    Certified Financial Planner Wealth Manager
    Aug 08, 2025
  • Stylized image of a person
    D. G.
    Client Services Associate
    Apr 15, 2026
  • Stylized image of a person
    K. L.
    Executive Assistant
    AustraliaVictoria
    Jun 02, 2026
  • Stylized image of a person
    D. S.
    Wealth Associate
    Mar 24, 2026
  • Stylized image of a person
    B. S. C. C. C.
    President | Founder | Dave Ramsey Smartvestor Pro
    Jun 24, 2026
  • Stylized image of a person
    R. H.
    Innovation & It Specialist
    Jun 02, 2026

Frequently Asked Questions

What is Steward Wealth Strategies known for?

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Steward Wealth Strategies was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Steward Wealth Strategies's company overview page for more information.

What is Steward Wealth Strategies's most common email format?

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Steward Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Steward Wealth Strategies email formats with LeadIQ.

How many employees does Steward Wealth Strategies have currently?

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Steward Wealth Strategies has approximately 22 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Steward Wealth Strategies's key employees and leadership?

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As of August 2026, Steward Wealth Strategies's key employees include:

  • President | Founder | Dave Ramsey Smartvestor Pro: B. S. C. C. C.
  • Certified Financial Planner Wealth Manager: G. C.
  • Client Services Associate: D. G.
  • Executive Assistant: K. L.
  • Wealth Associate: D. S.

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