| |
 |
|
 |
After 27 years of building a successful brokerage
firm in Canada, Stuart Financial
Corp. decided it
was time to expand. In 1999, we entered the United
States marketplace. Our goal has been to build a
Company where our Associates have an opportunity
to become real partners and then, with the motivation
of a partner, to have them, in turn, provide their
clients, who are mostly educators, with an exceptional
understanding of retirement, financial and estate
planning issues and solutions. |
Why? Because
we believe that “partners” are “more
loyal, partners are more committed, partners
work harder.”
We
have always believed that our real strength
lies in our sales Associates and so we have created
an environment where they can make input into
the decision making process by creating an “Elite
Team” of Associates who have shown they
have what it takes to be successful in the industry.
These partners are willing to take the time and
make the effort to help build our Company. They
provide leadership in the form of personal production,
recruitment and training of new representatives,
advice on issues the Company is facing and advice
on overall planning of future Company directions.
Everything
is aimed toward providing the very best service
available to our clients.
We believe true success
is achieved when our clients' financial needs are met.
The
403b market is a “natural” for Stuart Financial. Our Company was originally
founded by educators and a number of our
Associates are former educators, principals and vice principals. We are aware
that this market includes more than just
educators but our involvement has made our
Company somewhat expert in the needs of this
niche group.
Our
approach remains the same; "We don't
sell. We educate!"
James M. Stuart
President and C.E.O.
Stuart Financial Corp.
|
|
|
 |
Michael McBurney
Senior VP, Sales & Marketing
Michael has 21 years of experience
in the financial services industry with a strong emphasis on defined benefit
plans, defined contribution plans and deferred compensation plans. Michael also
has an extensive back ground in recruiting experienced qualified representatives
and handles all contract negotiation with strategic partners and product providers.
Michael resides in both US & Canada with his wife Celine
and son Brandon.
|
Kel Tonner
VP, Stuart Financial Corp.
Kel currently
holds the positions of Vice President, Chief Operating
Officer and a Compliance Principal for our OSJ (Office of Supervisory Jurisdiction)
for GWN Securities®, Inc. After 30 years in education during which he was a classroom
teacher, vice principal and principal of both elementary
and secondary schools, Kel retired from the office of
Superintendent of Schools with the Simcoe County School
District in 1997. Shortly after that he began as a sales
associate with W.H. Stuart & Associates in Canada
and after working with Michael McBurney to build an agency
there, he was asked to help build Stuart
Financial in
the US. Kel holds S7, S24, S27 and S63 securities registrations
and is a great believer in the S21C backoffice
system as a highly effective compliance tool.
|
Over 200 years combined experience
in the TSA marketplace. |
Jimmy Caparelli
Savannah, Georgia
Jimmy Caparelli is a well known financial educator in the state of Georgia.
For over 10 years, he has been teaching investors how to preserve their assets,
increase income and reduce income taxes. He is a Certified Senior Advisor, one
of only 6 in his hometown. He joined Stuart Financial Corporation in 2001 and
is also an investment advisor representative with GWN Securities®,
a registered advisor. Mr. Caparelli is a
graduate of Armstrong State College and holds a degree in Political Science.
He has been featured on the Current Affairs radio program. He also gives frequent
lectures at local high schools to assist students to prepare for the future.
He and his wife Trish live in Savannah, Georgia.
|
Jeff Mattys
Pittsburgh, Pennsylvania
Jeff Mattys has been actively involved
in all aspects of the 403(b) business for over 18 years. He started his career
with United Resources as a Financial Services Representative and later moved
up to a District Manager position to become the youngest to do so in the history
of the company. After much success, Jeff formed his own company, Northern Financial,
with offices in Florida and Pennsylvania . In addition, he has received many
awards for his production and persistency. Some of his latest achievements include;
winning the prestigious National Leadership Award for the National Republican
Congressional Committee, Honorary Co-Chairman of the Business Advisory Council,
and the A.P.P.L.E. Award from Great American Financial
Resources Inc. (GAFRI)
for his total production in the 3rd and 4th quarter of 2004. Jeff is also a member
of the National Tax Sheltered Accounts Association (NTSAA) and holds securities series
7 & 63 licenses as well
as Life, Health and Variable Annuity licenses. Mr. Mattys joined the Stuart
Financial
team in June 2003 and is responsible for all activity for the company in Pennsylvania
as well as serving as an Elite Building Team member. Jeff is married with 3 children
and resides in suburban Pennsylvania .
|
Sheron Elder
Naples, Florida
Sheron is a retired Superintendent of Schools from Ontario, Canada. Although
she retired in 1997, she entered into the financial services business at that
time and quickly became a top producer for Stuart Financial
Corp. In 2003,
she branched out her business into the United States and has set up a sizeable
operation in Florida. In addition to her production activities, Sheron specializes
in retirement needs and instructs agents in that area.
|
Daylon W. Laws
Blythewood, South Carolina
Daylon is a Marketing Director with Stuart
Financial Corporation. He has previously served in various sales, marketing and industrial
relations positions in the heavy duty truck manufacturing, textiles and furniture
industry. He has been practicing as a financial advisor for 13 years and was
one of the first registered representatives to join Stuart
Financial when it
branched out into the United States in 1999. Specializing in retirement planning
and asset preservation, Daylon has been a top producer for Franklin Templeton
Investments for the past 7 years and AIG SunAmerica Mutual Funds for the last
5 years. He holds the securities title of registered representative with GWN Securities, Inc.
a registered broker/dealer and is also an Investment Advisor Representative of GWN Securities, Inc.
also a Registered Investment Advisor. He received
his bachelor’s degree from North
Carolina State University and attended graduate school at Washington and Lee
University. Daylon has been married to Angela Anderson Laws for over 29 years
and they have two children, Dayvia and Ashlyn. The Laws reside in Blythewood, South Carolina.
|
Brent Hill
Kaysville, UT
Brent has worked in the insurance industry
since 1987 and was one of the “pioneers” in the Utah TSA marketplace.
He and Mike Rhodes have built Utah up to one of the top producing states
in the country. In addition to being able to offer a full range of financial
services through Financial Educational System, Inc., Brent has a strong business and personal relationship
with key school districts throughout the state. He was the first Stuart agent
to begin working in Clark Co. (Las Vegas ) and was instrumental in paving
the way for the company to set up a regional operation in that area. Brent
has served on several field advisory councils and has been the recipient
of various industry and company affiliated awards for production and service.
|
Mike Rhodes
Liberty, UT
Mike has been in the TSA/Insurance industry
since 1987 when he became appointed with Northern Life and joined Financial Educational System, Inc.
Since that time, Mike has been instrumental in building and growing the TSA
market in Utah and Clark County (Las Vegas) schools. With this, Mike (along
with Brent Hill) has the enviable position of having close relationships
with all 40 districts throughout Utah. Mike and his wife Jule enjoy volunteer
work and spending time with their 4 children.
|
Lanny Neese
Phoenix, AZ
Lanny has 23 years of experience in the
financial services industry. Prior to that he
spent 18 years as a high school math teacher, head wrestling and assistant
football coach, holding dual master degrees in mathematics and physical education.
His goal is to help grow Stuart Financial Corp in the state of Arizona through
his agency, composed mainly of active and retired educators. Outside of business,
his focus is his family and leading evangelistic and humanitarian missions
to Honduras and Nicaragua. He is married, with two adult children and two grandchildren.
|
Securities and Investment Advisory Services offered through GWN Securities® Inc., Member FINRA/SIPC and Registered Investment Advisor, 11440 N. Jog Road, Palm Beach Gardens, FL 33418, 561-471-2700.
Stuart Financial Corp. and GWN Securites Inc are not affiliated.
|
|
|
HOME | OUR
COMPANY | PRODUCTS & SERVICES | BACKOFFICE
LOGIN | CAREER OPPORTUNITIES | CONTACT
US
Copyright © 2005
Stuart Financial Corporation. All rights reserved.
|
|
|
|
|
