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portrait of Lori M Stewart
FINANCIAL ADVISOR

Lori M Stewart

1835 Riverside Drive Suite 102, Mount Vernon, WA 98273opens in a new window
Accepting New Clients
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About Lori

I've lived in beautiful Skagit Valley since 1996 and consider this my home. This is where I met my husband, who was born and raised in Skagit County, and this is where we were married and raised our family. I served this community for 12 years working at Skagit Bank, and after 14 years in the financial industry, I began a career with Edward Jones.

I joined the firm in 2019 because their core values aligned with mine. To serve clients using a personalized approach to address each client's specific needs and long-term goals is ingrained in the Edward Jones philosophy....

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Public Service Professionals
  • Military Professionals & Veterans
  • Intergenerational Planning

Work History

  • Edward JonesMarch 2019 to Current

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Music
  • Baking

Team Members

  • Carroll Warner
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(360) 588-6358

Fax

(855) 221-2510

Office Address

1835 Riverside Drive Suite 102
Mount Vernon, WA 98273opens in a new window

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