John Stewart IV

Financial Advisor | Focusing on estate and legacy strategies, financial assessment and gift planning that impacts our communities.

High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we help you grow your wealth, protect your legacy, and create a lasting impact in your community I also help non-profit organizations with their planned giving efforts as well as helping educate donors on strategies that compliment their their larger estate plan and leaving gifts that are impactful. I have been active in business and civic affairs for many years. I currently serve as Vice President of the Lake County Sheriff's Charities, I also work with the Florida Association of School Resource Officers, The Kiwanis Club of Mount Dora, Lake Cares Food Pantry, The Library Collective, and many more organizations. I served in the United States Air Force as an F-16 crew chief during the Gulf War. My military background taught me discipline, which is essential to successful investing. After sitting down to discuss your unique goals and financial situation, we can develop a financial strategy tailored to your needs and then together ensure you remain on track to meet your long-term and philanthropic giving goals. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I live in Mount Dora with my wife, Christine Williams Stewart, Esq., Vice President of Pruett-Williams Insurance, who is a Mount Dora native, and our rescue husky, Apollo.