MICHAEL STEWART
Love of family and passion for his work support Michael’s mission to help others live more financially secure lives.
Love of family and passion for his work support Michael’s mission to help others live more financially secure lives.
Michael’s passion for helping families achieve financial security began in the sixth grade when his father decided to share his investment portfolio with young Michael. It sparked a strong interest for finance and the stock market that endures to this day. Michael remembers coming home from school every day to see how their favorite stocks had performed. After graduating from New Smyrna Beach High School as Valedictorian of his class and the President of Key Club, he set his focus on specializing in Finance.
Michael went on to Stetson University where he participated in both the Honors Program and the Roland George Investment Program. There he studied portfolio management and pursued his thirst for learning everything he could about the world of finance. Prior to joining BARR Financial Services, Michael helped manage a $9 billion portfolio for some of the largest institutions in the Southeast, including the City of Miami, the Orlando International Airport, Brevard County, Palm Beach County Schools and Adventist Hospital.
A love of family and a desire to make the world a better place is a big part of Michael’s mindset every day. In 2017, after finding out that Florida is the third worst state in the country for sex and labor trafficking, Michael started a soap company with a brand called Love Suds. The mission is to spread awareness and raise money for human trafficking victims in the Central Florida area. Michael is also on the Board of Directors for Guys With Ties, a nonprofit group that fund raises for local charities in the Orlando community through various fun and unique events.
Understanding one of the biggest stresses a family can face is a lack of financial security, Michael saw BARR Financial Services’ mission to help families live fulfilled, financially secure lives to be in perfect alignment with his own mission–adding light to the world.
Outside of the office, you can find Michael traveling in search of an outdoor adventure (preferably involving a culinary adventure, too!) or playing a relaxing round of golf.
Kirk Barr Young — CFP®, ChFC®, RFC®, CLU®, CEP®, CDFA™
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through Triad Advisors, LLC, Member FINRA & SIPC. Advisory services offered through BARR Financial Services LLC. Triad Advisors and BARR Financial Services LLC are unaffiliated entities.
Check our Securities & Exchange Commission (SEC) Link https://www.adviserinfo.sec.gov
Kirk Barr Young — CFP®, ChFC®, RFC®, CLU®, CSA®, CEP®, CDFA™
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through Triad Advisors, LLC, Member FINRA & SIPC. Advisory services offered through BARR Financial Services LLC. Triad Advisors and BARR Financial Services LLC are unaffiliated entities.
Check our Securities & Exchange Commission (SEC) Link https://www.adviserinfo.sec.gov
© 2020 BARR Financial Services, LLC. All rights reserved.