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Joyce S

Series 63, Series 66

Lubbock, TX

Charles Schwab

Joyce Stewart is a financial advisor at Charles Schwab with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade, Inc. and Scottrade, Inc. Outside of her advisory role, she is involved in retail activities as a team member selling skincare products with Rodan + Fields. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and maintains an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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