Sr. Wealth Management Advisor

Bradley Stewart is a senior wealth management advisor and the founder of The DFS Financial Group, based in Irving, Texas. With a strong commitment to enhancing his professional knowledge, Bradley aims to benefit his clients and foster the growth of his practice. He holds prestigious designations such as the Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning.

Bradley established The DFS Financial Group with a vision to assist clients in achieving a work-optional lifestyle. His comprehensive services include comprehensive financial planning, investment management, protection planning, business development and growth planning, tax planning, and high-net-worth estate planning, among others. Bradley's goal is to elevate the financial success of highly successful business owners, professionals, and community members by adhering to his key core values: Education, Communication, Relationships, and a Fiduciary Approach.

In his personal time, Bradley enjoys the company of his wife, Libertee Stewart, and their two dogs, Leo and Shelbi. Some of his hobbies include playing golf, traveling, and attending professional football and baseball games. Bradley is actively involved in his local community through the Rotary Club, his church, and by supporting individuals with special needs.

Licenses

Registered Representative (Series 7) - FINRA
Investment Advisor Representative (Series 65/Series 63) - NASAA
General Lines Insurance License (Life, Health, Disability, Long-term Care, and Annuity) -Texas Department of Insurance

Designations

Chartered Retirement Planning Counselor® - The College for Financial Planning

Accredited Portfolio Management Advisor® - The College for Financial Planning