Stuart is a Certified Wealth Strategist® with over three decades of experience in the financial services industry. He began his career in 1990, gaining early experience at boutique investment banking firms before joining Charles Schwab in 1997. Over the next 27 years, Stuart built a distinguished career at Schwab, starting as an Investment Specialist and rising through the ranks to become a Senior Investment Consultant and ultimately a Branch Manager.
In his early years at Schwab, Stuart worked closely with individuals, families, and businesses to develop personalized wealth management strategies. His expertise spans financial planning, retirement planning, tax strategies, investment management, and estate planning. As a Senior Investment Consultant, he specialized in complex financial solutions tailored to high-net-worth clients.
Stuart went on to manage several Schwab branches, including the flagship Midtown Manhattan office, overseeing more than $18 billion in assets under management (AUM). He was instrumental in developing and leading a regional training program for over 200 consultants, focusing on advanced financial planning and client engagement strategies. He also played a key role in testing and refining Schwab’s planning and relationship management tools.
Stuart helped launch Schwab’s Chairman’s Club, an elite service platform for ultra-high-net-worth clients, offering customized financial services, concierge-level support, and exclusive benefits. He was among a select group of branch managers to pilot the Certified Wealth Strategist® program before its national rollout.
During his career he has held numerous securities licenses, including Series 65, 63, 24, 10, 9, 7, 6, and the SIE, as well as a New York State Life and Health Insurance License.
After spending many years in leaderships Stuart decided to return to his core passion: working directly with clients and their families. He joined Landmark because of their mission to deliver personalized, high-impact financial guidance with a focus on financial planning and wealth management.
Beyond his professional achievements, Stuart is deeply committed to community service. He is a Trustee of a charitable foundation, serves on the President’s Advisory Council at Northwell Cohen Children’s Medical Center, and sits on the Board of the Madison Square Boys & Girls Club.
He lives in Lake Success, NY, with his wife, Debbie, and is the proud father of Jordan, an investment banker, and Haylie, who is a Social Worker.
Email: Stuart@LandmarkWealthMgmt.com
Phone: 631-485-3055
