Wendy Steward

Through my husband's family, I was introduced to Edward Jones and became a client several years ago. As a client of Edward Jones, I recall the impact my financial advisor had on me as I began investing and saving for my future and my children's education. After a 19-year career in healthcare, I finally decided that I wanted to impact people in a different way, helping them with their financial futures. It was then that I decided I wanted to be a part of this amazing company where I could see that they deeply care for their clients.

My goal is to help my clients and our community build their wealth and with their financial goals. I know how difficult it can be to take the first step with investing and how far-reaching wealth may seem. I truly want to understand what matters most to my clients, why that's important and provide solutions to help meet their financial goals. I'm here to learn what's important to you and partner together to help keep you on track. I provide free financial assessments in Yuma County.

I particularly enjoy working with women investors. Having gone through a divorce myself, I am passionate about helping women overcome the financial hurdles of divorce. In addition, I have many families where I work with multiple generations, providing financial security for today and for generations to follow.

Outside of the office, my husband, Daniel, and I enjoy the outdoors and all that Yuma and the surrounding area has to offer, such as hiking, hunting, camping, kayaking, swimming in the lakes and tubing the river. We have two wonderful kids, Taylor and Latasha, who reside outside of Arizona. My daughter has blessed us with two granddaughters, Erin and Skye. We love to visit or video chat with them as much as possible!

I am an active member of the Fort Yuma Rotary, American Business Women's Association, Yuma Chamber of Commerce and Desert Doves. I love giving back to our wonderful community.

I hold a Master of Business Administration from Grand Canyon University, and a bachelor's degree in healthcare administration with a minor in business from Idaho State University.