Patty Stewart is the newest addition to our Asset Preservation Strategies team. She is an Investment Adviser for our firm with over 15 years of experience working in several large U.S. Financial institutions. Over the years, she has had the opportunity to perform alongside a variety of financial professionals, which allowed her to gain expertise into the world of investing and financial planning.
Patty is a proud San Diego native with a bachelor’s degree in Business Administration from San Diego State University. Her care and devotion to people while helping them navigate through ever-changing and challenging environments, is what sets her apart.
In her free time, Patty relishes quality time with her close-knit family. She has two dogs, Sid and Oliver and enjoys volunteering with local humane organizations. Patty takes pleasure being out in nature, especially around our many beautiful waterfronts.
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