James Stewart, CFP®, CRPS®

Senior Wealth Advisor and Team Leader, Managing Director

Gaithersburg, MD

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Chartered Retirement Plans Specialist®

 

Work Experience

  • Experience with investments, retirement planning, insurance, estate planning for both individuals and small businesses
  • Joined MAI in 2024, bringing more than 30 years of industry experience
  • Previously worked at Carmichael Hill & Associates where he was owner and Chief Compliance Officer since 1993

 

Life Outside of MAI 

  • Married to wife Julie, with 2 sons
  • Deacon of Shady Grove PCA, an Assistant Scoutmaster at Troop 264 in Olney
  • Avid outdoorsman enjoying running, biking, camping and spending time with his family on baseball fields across Maryland

 

Education

  • Pennsylvania State University, Bachelors of Science in Accounting

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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