Stu believes that what truly sets him apart from other financial advisors is a combination of his education, experience and unwavering commitment to his responsibilities. “It’s routine that I keep abreast of developments that impact the financial markets, but I ultimately rely on my 30 years of experience to carefully consider how that information should influence the decisions I make on behalf of my clients,” Stu says.

Stu is a Certified Financial Planner^™ professional and holds the Certified Divorce Financial Analyst^®, Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor^℠ designations. They are indicative of his commitment to expanding his knowledge in order to best serve his clients.

Prior to joining Raymond James in October 2020, Stu was affiliated with Morgan Stanley starting in 2002, and with Merrill Lynch Wealth Management starting in 2005. He obtained a bachelor’s degree in economics from the University of Rochester in 1990, and worked in corporate banking until 2001, specializing in lending to prominent media and telecommunications companies. In 1996, Stu earned a Master of Business Administration with Beta Gamma Sigma honors from Columbia Business School in New York.

Stu has been a board member of the Princeton Elks Lodge, where he chaired their special children’s committee. From March 2015 through April 2018, Stu was president of the Princeton Elks Charitable Trust.

Since September 2019, Stu has served on the board of Friends of the Children Central Oregon, a 501(c)(3) that provides professional K-12 mentorship to at-risk youth in order to break the cycle of generational poverty. He now serves as the board chair.

Stu has three grown children: Schuyler, Aubrey and Teagan. In April 2018, Stu and his wife, Vicky, moved cross-country from the Princeton, New Jersey, area to join their son, Schuyler, in beautiful Bend, Oregon. In his free time, Stu enjoys travel, hiking, photography and playing bass and guitar.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.