De Winter Stewart, CFP®, ChFC®, CLTC®, MBA in

De Winter Stewart, CFP®, ChFC®, CLTC®, MBA

Login to view DISC.
Wealth Advisor at Northwestern Mutual
📍 Los Angeles, California, United States

de Winter Stewart is a Wealth Management Advisor at Northwestern Mutual, specializing in comprehensive financial planning for professionals, entrepreneurs, and business owners. A CERTIFIED FINANCIAL PLANNER™ with an MBA from Columbia, he focuses on investments, tax mitigation, and generational wealth creation. People who have worked with him describe him as talented, smart, and highly capable.

His unique background includes roles in private wealth management at Goldman Sachs and as a Senior Vice President at an executive search firm, giving him distinct insight into the needs of corporate leaders.

Read the full overview →
Experience
24 Years
Current Role
Wealth Advisor
Location
Los Angeles, California, United States
Personality Overview

How De shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics De cares about

Generational Wealth
His stated mission is to guide clients in creating financial security and generational wealth, a core focus of his practice.
Executive Financial Planning
He specializes in working with attorneys, business owners, and executives, tailoring plans to their unique financial situations.
+5 more topics Login to view topics
Career

Work history

8-2012
Wealth Advisor
Northwestern Mutual
2011 - 2012
Senior Vice President
MB Interim Leaders (McDermott & Bull)
2004 - 2008
Regional Vice President
Robert Half International
1999 - 2002
Private Wealth Management Associate
Goldman, Sachs & Co.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 1999
MBA
Columbia Business School
BS
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to De. Free, 10 seconds.