Bill Stewart, AIF®

Bill Stewart, AIF®

Financial Advisor, Employee Benefit Specialist


Retirement Plan Consulting

Group Benefits

Retirement Income Planning

  • Life and Health Series SIE, 6, 63, 66 and 7.

Bill Stewart has nearly two decades of experience in helping individuals plan their financial future and navigate retirement. He is passionate about empowering others by providing them with knowledge to ask the right questions and discover essential answers. He was actively involved in Rotary del Sol for 18 years while living in Albuquerque, New Mexico, serving on the foundation board and holding various key roles in the club.

Bill and his wife, Tracy, recently moved to Scottsdale, Arizona to start a new chapter in their lives. Bill values his marriage to Tracy and takes pride in raising their two sons Alex and Zach. Alex graduated from ASU with a degree in mechanical engineering, and Zach is currently studying computer engineering at ASU. The Stewart household is completed by their two beloved dogs, Frank and Buddy. In his free time, Bill enjoys indulging in his love for baseball, especially the St. Louis Cardinals. He also finds pleasure in golf and ice hockey, participating in the latter with a lighthearted perspective, focusing on exercise and camaraderie.