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Get found as the Top Financial Advisor in Lone Tree, CO
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Lana M Stewart
Financial Advisor
Edward Jones - Lone Tree,CO
My mission is to treat my clients the way I would like to be treated. The opportunity to build a relationship with you and your family, and to help you reach your financial goals, is a high compliment.A native of Denver, I started my career...... Show More
Location & Business Hours
Thursday
08:00AM to 04:30PM
Friday
08:00AM to 04:30PM
Saturday
closed
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About
My mission is to treat my clients the way I would like to be treated. The opportunity to build a relationship with you and your family, and to help you reach your financial goals, is a high compliment.A native of Denver, I started my career with Edward Jones in 2002 as a part-time branch office administrator.I completed my MBA at the University of Colorado-Denver in 2009 and became a financial advisor in 2010. I earned the CFP® certification in 2023 and the Certified Kingdom Advisor® or CKA® designation in 2024 to gain additional knowledge with the goal of serving my clients more fully.During my 15 years as an Edward Jones financial advisor, I have been honored to receive many awards that recognize new financial advisors who achieve high levels of success early in their careers as well as those who demonstrate exceptional achievement in building client relationships. I have also earned the following:- Spirit of Caring Award, 2014 and 2022- Edward Jones Sr. Achievement Award, 2014-2017- A.F. McKenzie Achievement Award, 2023I enjoy volunteering my time on the leadership team at Edward Jones and educating groups about investing. I also serve on the advisory boards of the Christian Women Business Organization and Colorado Christian Services.My husband, Landon, and I have been married for 34 years, and we love to travel and spend time with our two adult sons. We can also be found many weekends playing fetch with our Labrador Retriever, Hannah.
Specialities
Retirement Savings Strategies
Retirement Income Strategies
Insurance & Annuities
Traveling
Reading
Pets
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FAQs
Here are some Frequently Asked Questions about Lana M Stewart
What organization is Lana M Stewart associated with?
Lana M Stewart is associated with Edward Jones.
What is Lana M Stewart’s work email address?
Lana M Stewart’s professional email address is l**********t@e**********.com. You can also email Lana M Stewart by clicking on the contact Lana M Stewart.
Where is Lana M Stewart based out of?
Lana M Stewart’s primary location is Lone Tree, CO.
What is Lana M Stewart's phone number?
Lana M Stewart's phone number is (303) 790-7412
What is Lana M Stewart's title??
Lana M Stewart is a Financial Advisor.