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 esteemed credentials, including the Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®) designations from the College for Financial Planning.

Bradley established The DFS Financial Group with the mission of empowering clients to achieve a work-optional lifestyle. His comprehensive suite of services includes financial planning, investment management, protection planning, business development, tax planning, and high-net-worth estate planning. Bradley’s goal is to elevate the financial success of business owners, professionals, and community members by adhering to his guiding principles: Education, Communication, Relationships, and a Fiduciary Approach.

Beyond his professional pursuits, Bradley enjoys quality time with his wife, Libertee Stewart, and their two dogs, Leo and Shelbi. His personal interests include golfing, traveling, and attending professional football and baseball games. Bradley is also deeply involved in his local community through the Rotary Club, his church, and 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

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, Colorado, Michigan and Missouri.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

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

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