portrait of Dwight Steward
FINANCIAL ADVISOR
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Serving clients with $500,000
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About Dwight

My story begins in Missouri where I grew up splitting time between a single mom (third-grade teacher) and my father (history professor/cattle farmer). After their divorce, my mother worked with a financial advisor to save and invest from scratch. Over time, her sacrifice and discipline taught me the power of a financial strategy. Additionally, when we cut wood, bailed hay and fixed fence posts, my father taught me the lessons of hard physical work and the value of making small improvements every day.

In my practice, my goal is to become your trusted family friend. I need to understand what's most...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of IL-Champaign/UrbanaMaster of Business Admin

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Reading
  • Spending Time with Family
  • Yoga

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 04:00PM
Tue By Appointment Only
Wed 10:00AM - 04:00PM
Thu By Appointment Only
Fri Closed
Sat Closed
Sun Closed

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