As of 2022, David will be transitioning to retirement. One of two founding shareholders of the firm, he will continue as a Principal Emeritus of Stewart & Kett. His career in the financial services industry spanned 44 years, the last 36 of which were with Stewart & Kett or its predecessor, Stewart & Co.
Staff and clients will miss David’s steady, friendly demeanor at the office, as well as his guidance and insights. He looks forward to new out-of-office adventures in the years ahead.
WHAT CLIENTS ARE SAYING ABOUT DAVID
Since our first financial planning with David Stewart in 1990, we’ve benefited from Stewart & Kett’s advice on our personal, corporate and trust cash management, investment advisors and policies, education funding, retirement and estate planning,…even our taxes. S&K consistently deliver expert insights, and thoughtful financial guidance. They really listen and work closely with us to provide the advice our family needs. Their help over the years has been invaluable.
We’ve worked with David Stewart and Andrew Rice for over twenty years and find them open, friendly and totally professional. Their integrity, attention to detail and timely reporting gives us the confidence and comfort we need in our finances.