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John

Stewart

john.stewart2@edwardjones.com

john1.jpeg

Edward Jones

Financial Advisor

As an Edward Jones financial advisor, I focus on estate and legacy strategies through financial analysis, estate considerations, and gift planning to help you achieve your personal financial goals, while also having a positive impact on your community. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also help nonprofit organizations with their planned giving efforts as well as helping educate donors on strategies that compliment their larger estate plan and leaving gifts that are impactful. I began my career in the financial services industry in 1996. I moved to Mount Dora, Florida and joined Edward Jones in 2012, and I'm a limited partner with the firm. I served in the United States Air Force as an F-16 crew chief during the Gulf War. My military background taught me discipline, which is essential to successful investing. After sitting down to discuss your unique goals and financial situation, we can develop a financial strategy tailored to your needs and then work together to help ensure you remain on track to meet your long-term and philanthropic giving goals. I have been active in business and civic affairs for many years. I currently serve as vice president of the Lake County Sheriff's Charities. I also work with the Florida Association of School Resource Officers, The Kiwanis Club of Mount Dora, Lake Cares Food Pantry, The Library Collective, and many more organizations. My branch office administrator, Cathy Trapp, has been with Edward Jones since 2006 and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general. Cathy became a limited partner with Edward Jones in 2015. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. I live in Mount Dora with my wife, Christine Williams Stewart, Esq., vice president of Pruett-Williams Insurance, who is a Mount Dora native, and our rescue husky, Apollo.

Mount Dora

FL

Other - Write In

CGP Conference Exhibitor and member

N/A

Marketing/Cultivation, Integrated Planning, Public Awareness Program

Charitable giving and your financial strategy

Charitable Giving Strategies Charitable giving is a significant way for clients to create a positive impact on causes they care about. When discussing charitable giving with clients, it is essential to consider various strategies to maximize the benefits for both the client and the charity. Giving Strategies: Educate clients on the different ways they can give to charities, whether during their lifetime or posthumously. Help clients select specific assets to donate to charities, considering tax implications and personal preferences. Consider utilizing tools like the Edward Jones Charitable Gift Fund (Donor-advised fund) for effective giving. Tax Implications: Discuss how charitable giving can impact a client's tax situation, including income tax deductions and deduction limits. Provide information on the tax benefits of charitable donations and how they can be integrated into the client's financial plan. Client Education: Work closely with clients to integrate charitable giving into their overall financial strategy, aligning with their goals and values. Use summary tables and decision-making tools to help clients understand the key considerations when choosing assets to donate and the timing of donations.

Outsmart the scammers

The Outsmart the Scammers seminar will discuss how to spot certain red flags that may indicate a fraudulent encounter, resources individuals can turn to in the event they or a loved one are targeted, and steps attendees can take now to help protect themselves and loved ones.

The markets today/ Edward Jones perspective

Realtime market update and topics and potential investment strategies in the current environment