Broker Check
J. Bradley Stewart, CFP®, CWS®

J. Bradley Stewart, CFP®, CWS®

Wealth Manager

Brad Stewart graduated from DePauw University with a Bachelor’s degree in Economics and Management. During his time at DePauw, he completed internships with Merrill Lynch and Corporate Financial Services in Philadelphia, Penn.; and Redwood Group in Indianapolis, Ind. This experience in the industry gave him a strong sense of how he wanted to launch his career. He understood the importance of overall planning and joined Brunette & Associates, LLC in 2001.

Brad is securities and insurance licensed in multiple states nationwide. He is also a member of the Financial Planning Association (FPA), Million Dollar Round Table (MDRT), a Certified Wealth Strategist (CWS®) professional, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards. Brad was recognized as a Five Star Wealth Manager and featured in Indianapolis Monthly magazine in 2009 and 2010.

Since joining Brunette & Associates, Brad has been focused on providing outstanding customer service and guidance as it relates to the needs of his clients. Early in his career, he found helping people get on track financially and work toward their goals was his dream.

“One of my very first meetings was with a couple more than twice my age. I was able to get them on the right track, and I can remember them thanking me at the end of the meeting. Do you know how good it feels when somebody thanks you for just doing your job? They were the first, but certainly not the last.”

Brad spends his time off with his wife and their three children. They are members of the Carmel Dad’s Club and are very active in youth sports. Brad also devotes time to St. Mary’s Child Center of Indianapolis.