Mathew Steward in

Mathew Steward

Login to view DISC.
Owner at Stewardship Financial Group
📍 Greater Tampa Bay Area, United States

Mathew Steward is the owner of Stewardship Financial Group and a Financial Adviser with Eagle Strategies, LLC. An agent for New York Life, he specializes in retirement planning and lifetime income strategies. He holds a BBA from the University of South Florida and was recently named a top financial security professional by Forbes.

Known as Mat, he lives in the Carrollwood area with his wife of 18 years, Karla, and their two children. He enjoys golfing, grilling, and taking his family on trips to the beach and mountains. Mat is an active member of his community and Grace Family Church in Lutz.

He was named to the Forbes list of Top Financial Security Professionals Best-In-State for 2025.

Read the full overview →
Experience
17 Years
Current Role
Owner
Job Level
Junior
Location
Greater Tampa Bay Area, United States
Personality Overview

How Mathew 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 Mathew cares about

Retirement Strategies
His professional focus involves creating lifetime income strategies and helping clients manage their 401(k)s and other retirement funds to ensure long-term financial security.
Outdoor Family Life
He is passionate about outdoor activities, including grilling, golfing, and taking family trips to the beach and the mountains.
+4 more topics Login to view topics
Career

Work history

3-2014
Owner
Stewardship Financial Group
2-2014
Financial Adviser
Eagle Strategies, LLC
4-2009
Agent
New York Life Insurance Company
4-2009
Registered Representative
NYLIFE Securities LLC
9-2007 - 4-2009
Retirement Specialist
T. Rowe Price
In the press

Media appearances

Mathew Steward, Owner of Stewardship Financial Group | Tampa FL. Featured in Facebook
See now
Our Team - Mathew Steward - Tampa, FL. Featured in Stewardship Financial Group – Team Page
+1 more appearances Login to view media
Education
Bachelor of Business Administration - BBA
University of South Florida Muma College of Business
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.

More profiles

Discover additional public profiles from our index.

Alex K.
Alex K.
Manager, Security Investigations
Fidelity Investments
JV
Jacqueline Valenzuela
--
 brianna edelson
brianna edelson
Legal Assistant
Dan Newlin Injury Attorneys
 Baruch Sachs
Baruch Sachs
Vice President, Global Client Innovation
Pegasystems
Unlock the full playbookSee exactly how to sell to Mathew. Free, 10 seconds.