Tanner Stewart, ChFC® in

Tanner Stewart, ChFC®

Login to view DISC.
Member Board of Trustees at Utica University
📍 United States

Tanner Stewart is the CEO and Wealth Management Advisor at Vault Capital Partners, where he specializes in financial planning for individuals and business owners. He holds a Chartered Financial Consultant (ChFC®) designation and is an alumnus of Utica University, leveraging his expertise to provide client-first financial solutions.

Outside of his professional role, Tanner is deeply committed to his alma mater, Utica University, where he serves on the Board of Trustees. He is active in his local community, participating in and promoting events that foster networking, health, and wellness, and giving back to the community.

Unique fact: A former student-athlete, he played on the Utica University football team during his time as a student.

Read the full overview →
Experience
17 Years
Current Role
Member Board of Trustees
Job Level
Leadership
Location
United States
Personality Overview

How Tanner 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 Tanner cares about

Financial Planning
As a Chartered Financial Consultant and CEO of a wealth management firm, he is focused on helping clients achieve their financial goals.
Supporting Business Owners
His firm, Vault Capital Partners, specifically focuses on providing financial guidance to business owners with revenue exceeding $3 million.
+5 more topics Login to view topics
Career

Work history

6-2022
Member Board of Trustees
Utica University
11-2019
CEO | Wealth Management Advisor
Vault Capital Partners
2-2018 - 1-2022
Growth and Development Director
Northwestern Mutual
6-2015 - 12-2019
Financial Advisor
Northwestern Mutual
7-2010 - 6-2015
Financial Representative/College Unit Director
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2016
Chartered Financial Consultant
The American College of Financial Services
2006 - 2010
Bachelor's degree
Utica 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 Utica University 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 Tanner. Free, 10 seconds.