Karen K. Stewart


Partner Karen K. Stewart began her securities career with Merrill Lynch’s Professional Development Program in the late 1990’s and continued her career with McDonald Investments of KeyCorp. Prior to her time in the securities industry, she ran a successful accounting/bookkeeping practice for over twenty years. She holds Series 7, 63, and 65 registrations with LPL Financial, as well as CRPC designation (Chartered Retirement Planning Counselor) issued by the College of Financial Planning.

Phone (845) 692-3444