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Stu Fisher, Financial Advisor

FINANCIAL ADVISOR
Stu Fisher

CFP®, CLU®, AAMS™
1936 Brookside Dr Suite D, Kingsport, TN 37660opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Stu

In 1997, I began my journey to fulfill my passion of helping others identify and achieve success in their financial goals. In the decades that have followed, in partnership with my Senior Branch Office Administrator, Rebecca Wheelock, we have worked successfully with select clients who wish to create a personalized, yet ever evolving, strategy to achieve those goals. Whether it be creation of wealth, family legacy or retirement planning, or small business planning – we partner to help you identify and implement the necessary strategies needed for successful outcomes. Our mission:

To help you CREATE, PROTECT, and effectively TRANSFER wealth....

Work History

  • Edward JonesApril 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College for Financial PlanningMaster of Science
  • University of Virginia at WiseBachelors

Personal Interests

  • Traveling
  • Golfing
  • Skiing
  • Hiking

Team Members

  • Rebecca Wheelock
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(423) 245-0021

Fax

(888) 826-3915

Office Address

1936 Brookside Dr Suite D
Kingsport, TN 37660opens in a new window

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