Gregory D. StewartGregory D. Stewart
Managing Director

"I provide wealth management and estate planning services to high net worth individuals, who include corporate executives and entrepreneurs."

About Gregory

Gregory Stewart is a Wealth Advisor and Managing Director with J.P. Morgan Wealth Management. With more than three decades of financial services experience, he is a senior team member of The Stewart-Tucker Group. Greg provides wealth management and estate planning services to high-net-worth individuals, who include corporate executives and entrepreneurs.

Greg works to address the financial aspects of his clients' lives. He spends considerable time learning about his clients and gaining an in-depth understanding of their particular situations. He believes these are essential components in forging long-lasting relationships founded upon trust and credibility. Greg then leverages the global resources available through J.P. Morgan, and when appropriate, other trusted advisors such as estate attorneys and accountants (CPAs) to develop a comprehensive wealth management plan that seeks to align with the financial goals of his clients.

Prior to joining the firm in 2010, Greg spent more than 15 years as a Senior Vice President at UBS Financial Services Inc.

Greg received a B.S. in Business from Colorado State University and is a member of the Investment Management Consultants Association (IMCA). He lives in Basking Ridge, New Jersey, with his wife. For more than 20 years, Greg and his family have been actively involved with Tomorrows Children's Fund at Hackensack University Medical Center. He is a college football enthusiast and avid golfer, and enjoys golfing with his three sons.

Insights

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