Jimmy Stewart, Financial Advisor located in Urbana, IL

Financial Advisor
Jimmy Stewart

CFP®, AAMS®
2704 S Boulder Dr Suite A, Urbana, IL 61802opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Farmers and Ranchers
  • Wealth Strategies
  • Teachers and Professors
  • Retirement Income Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Sailing
  • Fishing
  • Technology

Team Members

  • Erica Bohn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(217) 328-1719

Fax

(888) 750-9037

Office Address

2704 S Boulder Dr Suite A
Urbana, IL 61802opens in a new window

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