Sr. Wealth Management Advisor

About Bradley Stewart, CRPC®, APMA®

Bradley Stewart is a Senior Wealth Management Advisor and the founder of The DFS Financial Group™, headquartered in Irving, Texas. With a steadfast commitment to ongoing professional development, Bradley leverages his extensive expertise to deliver exceptional value to his clients while fostering the continued growth of his practice. He holds respected professional designations, including the Accredited Portfolio Management Advisor and Chartered Retirement Planning Counselor from the College for Financial Planning.

Bradley founded The DFS Financial Group™ with a clear mission, to empower clients to achieve a work-optional lifestyle through thoughtful, strategic financial guidance. He provides a comprehensive suite of services, including financial planning, investment management, protection planning, business development, tax planning, and high-net-worth estate planning. In addition to serving individuals, business owners, and professionals, Bradley works with municipalities across the United States, advising on public retirement plans and helping plan sponsors navigate fiduciary responsibilities, plan design, and long-term sustainability. His approach is grounded in four core principles of Education, Communication, Relationships, and a Fiduciary Approach.

Beyond of his professional endeavors, Bradley values spending time with his wife, Libertee Stewart, and their two dogs, Leo and Shelbi. He enjoys golfing, traveling, and attending professional football and baseball games. Bradley also remains 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

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The DFS Financial Group ™

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group™ , The DFS Insurance Group, and Gateway Insurance Group, and Cambridge are not affiliated. Gateway Financial Advisors, LLC., DBA: Quality Life Insurance Agency. Cambridge is partial owner of Gateway Financial Advisors, LLC.

Cambridge does not offer tax or legal advice.

The DFS Financial Group™ does not offer tax or legal advice.

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