MICHAEL STEWART

Love of family and passion for his work support Michael’s mission to help others live more financially secure lives.

PROFESSIONAL BIO

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.. 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 spread awareness and raised money for human trafficking victims in the Central Florida area for many years. Currently, Michael is the President of Guys With Ties, a nonprofit group that fund raises for local charities in the Orlando community through various fun and unique events. He is also an instructor for The Complete Financial Management Workshop throughout Central Florida.

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.

  • Stetson University 2011
    • Honors program
  • Roland George Investment Program
  • Bachelor of Science, Finance 2011
  • Minor Accounting Minor
  • Minor Management Information Systems
  • Series 6 – Investment Company and Variable Contracts
  • Series 63 – Blue Sky
  • Series 65 – Uniform Investment Advisor Laws
  • Life Insurance License
  • Health Insurance License
  • Variable Annuity License
  • National Association of Registered Social Security Analysts, Ltd.
    · Registered Social Security Analyst ®
Company logo BARR Financial Services

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