Sept. 23 Wednesday Wisdom Zoom webinar by Michael Stewart of Wells Fargo. Free CLE for Solo & Small Firm Section members. In this webinar, Mr. Stewart a Wells Fargo Private Wealth Financial Advisor, will discuss retirement plans for law firms and their various features. Course number 4139. Approved for 1.0 General CLE credit. REGISTER NOW
Michael Stewart joined Wells Fargo Advisors in 2006. He is the Private Wealth Financial Advisor, Managing Director-Investments, Fundamental Choice Portfolio Manager for clients and acts as the lead portfolio strategist for the team. The team uses a comprehensive approach to investment planning. Portfolios are implemented by utilizing an open architecture structure. Combined with Wells Fargo Advisors’ vast resources, the team customizes solutions for each client. Michael has his MBA in Financial Planning from the University of Miami. Previous to joining Wells Fargo Advisors, Michael was the National Portfolio Analyst at Mellon Private Wealth Management in Philadelphia. After attaining his Bachelor’s degree in Finance from the University of Miami, Michael worked for Tew Cardenas, LLP where part of his role was evaluating securities arbitration cases. Michael lives in Fort Lauderdale with his wife Jennifer.