Stuart Kessler CEPA®
Stuart is a Financial Advisor with a Certified Exit Planning Advisor designation. Stuart has an M.B.A. from the Merrick School of Business at the University of Baltimore, and a B.S. in Accounting from the Robert H. Smith School of Business at the University of Maryland. He began working in the financial services industry in 2010 and has devoted his time to providing financial planning advice to individuals and families who have been committed to protecting their assets and achieving their financial goals. What sets Stuart apart is a distinctive combination of experience and education. His advisory practice focuses on businesses and owners, where he utilizes a unique and comprehensive style of planning. With a heavy concentration on driving value, the strategies and services utilized and implemented emphasize efficiency in increasing the net worth of the business owner. His primary objective is to prepare his clients for each phase and transition of the business and personal life cycles. His mission is to give business owners the reassurance that their life’s work is secure, while giving them back their most valuable asset, which is time.
In his role as Managing Director, Stuart dedicates himself to the growth and development of our firm. Using the same skillset which helps him drive positive value with his client’s businesses, he works with our leadership team to drive our business forward.
One aspect of Stuart’s core values is a firm belief in giving back to the community. He was the Chair the Greater Baltimore Chapter of the Maryland Alzheimer’s Association Walk to End Alzheimer’s in 2020 and 2021 and has been perennially on various subcommittees since 2018. He is also a member of the congressional team for the Alzheimer’s Impact Movement. In this role, he meets with Senator’s and members of the House of Representatives to advocate for the advancement of policy initiatives that promote Alzheimer’s research and programs.
Stuart lives in Elkridge, Maryland with his wife and daughter. He is an avid golfer and maintains a healthy lifestyle, paying close attention to nutrition, as well as a strict regimen of working out at the gym.
Stuart is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 5239240 11/2022