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Steward Wealth Strategies Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Steward Wealth Strategies operates in the financial services sector, specializing in wealth management. The firm is based in Raleigh, North Carolina. It identifies as faith-based and seeks to help clients derive greater life and purpose from their wealth.
Its client base comprises individuals seeking wealth management that reflects personal values and life objectives. As a smaller firm, it serves a local client population from the Raleigh area. Full disclosures are available on its website.

Find Steward Wealth Strategies employees' phone numbers or email addresses

Steward Wealth Strategies Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Europe
1

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  • Netherlands
    1

Oceania
1

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  • Australia
    1

Steward Wealth Strategies's Leadership

  • President | Founder | Dave Ramsey Smartvestor Pro at Steward Wealth Strategies
    B. S. C. C. C.
    President | Founder | Dave Ramsey Smartvestor Pro
  • Certified Financial Planner Wealth Manager at Steward Wealth Strategies
    G. C.
    Certified Financial Planner Wealth Manager
  • Client Services Associate at Steward Wealth Strategies
    D. G.
    Client Services Associate
  • Innovation & It Specialist at Steward Wealth Strategies
    R. H.
    Innovation & It Specialist
  • Executive Assistant at Steward Wealth Strategies
    K. L.
    Executive Assistant
  • Wealth Associate at Steward Wealth Strategies
    D. S.
    Wealth Associate

Steward Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Business
  • Community & Social Services
  • Program & Project Management
  • Other

Contact profiles from Steward Wealth Strategies

Name
Title
Contact
Location
Last Update
  • President | Founder | Dave Ramsey Smartvestor Pro at Steward Wealth Strategies
    B. S. C. C. C.
    President | Founder | Dave Ramsey Smartvestor Pro
    Sep 19, 2026
  • Certified Financial Planner Wealth Manager at Steward Wealth Strategies
    G. C.
    Certified Financial Planner Wealth Manager
    Aug 08, 2025
  • Client Services Associate at Steward Wealth Strategies
    D. G.
    Client Services Associate
    Apr 15, 2026
  • Innovation & It Specialist at Steward Wealth Strategies
    R. H.
    Innovation & It Specialist
    Sep 18, 2026
  • Executive Assistant at Steward Wealth Strategies
    K. L.
    Executive Assistant
    Australia, Victoria
    Jun 02, 2026
  • Wealth Associate at Steward Wealth Strategies
    D. S.
    Wealth Associate
    Mar 24, 2026

Frequently Asked Questions

What is Steward Wealth Strategies known for?

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Steward Wealth Strategies was founded in 2009 and operates in the Financial Services industry. You can contact Steward Wealth Strategies's main corporate office by phone at . Explore Steward Wealth Strategies's company overview page for more information.

What is Steward Wealth Strategies's most common email format?

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Steward Wealth Strategies employees' email format typically follows the pattern of First@steward-wealth.com. Trying to find reliable and up-to-date employee contact data? Find more Steward Wealth Strategies email formats with LeadIQ.

How many employees does Steward Wealth Strategies have currently?

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Steward Wealth Strategies has approximately 22 employees as of September 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are Steward Wealth Strategies's key employees and leadership?

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As of September 2026, Steward Wealth Strategies's key employees include:

  • President | Founder | Dave Ramsey Smartvestor Pro: B. S. C. C. C.
  • Certified Financial Planner Wealth Manager: G. C.
  • Client Services Associate: D. G.
  • Innovation & It Specialist: R. H.
  • Executive Assistant: K. L.

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