Our Team
DAVID W. STEWART
FOUNDER
David opened Stewart Financial Services in 1997 right here in his hometown of Erie, Pennsylvania; although his joruney in the financial services industry began in1971. He has always prided himself on doing what's best for his clients long before this came an industry requirement. If you ask any client, they will tell you that David's personality, integrity, honesty and knowledge of the industry is what they enjoy most about working with him.
David has been transitioning into more of a retirement role within our company, but he does still enojy staying in touch with his long time clients.
TRACY A. YOUNG
REGISTERED REPRESENTATIVE
As our Registered Representative; Tracy spends most of her time opening new accounts for clients, completing account reviews, helping clients to resolve any concerns they may have, new client acquisition and handling the day to day operations of our company. She has built deep rooted and personal connections with many of our clients over the years, and she enjoys being able to help her clients for their retirement years and beyond. Tracy is passionate about the work she does and is dedicated to creating financial longevity for each of her clients and their families through personalized retirement and estate planning.
Tracy joined the Stewart Financial Services family in June of 2007; she is currently Life, Property & Casualty, Series 6 and Series 63 licensed.
ASHLEY RIZZO
CLIENT SERVICES COORDINATOR
As our client services coordinator; Ashley is in charge of greeting our clients, processing client service requests, organizing all client meetings, and handling the growth and marketing of our company. She loves being able to continuously build relationships with our new and existing clients, and finding out more about each of our clients to ensure a more personal experience with our agency. Her personality, compassion, and dedication to service are just a few of the reasons our clients thoroughly enjoy working with her.
Ashley joined the Stewart Financial Services family in September of 2014. She is currently Life, and Property & Casualty licensed and she is currently studying to obtain her Series 7 and Series 66 licenses.