Stuart has been guiding clients successfully through the complexities and stresses of managing their financial plans since 1985. He has served in multiple roles over time and has been a Five Star Wealth Management Award recipient. At Compass, Stuart serves as a Senior Relationship Manager and relies on Kelley Snow in her role as an Executive Assistant to service clients.
His consistent approach starts quite simply; questioning clients about the importance of money. He has found that beginning with the most fundamental questions can lead to the best client outcomes, regardless of the planning complexities involved.
As a life-long resident of Boston, Stuart has enjoyed living in the Back Bay for the last twenty years with his wife, Dorothy. He and his wife have four children and seven grandchildren.