Meet the Investment Team Stewart Campbell, MBA, CFP®
Director of Wealth Management
Stewart Campbell is the Director of Wealth Management at Mountain America Investment Services. He entered the financial services industry in 2003—working in insurance, retail banking and financial planning. He joined our team as a wealth advisor in 2009 and moved into management in 2015.
Stewart holds a Bachelor of Science in Finance from Utah Valley University as well as a Master of Business Administration (MBA) from Utah State University.
Stewart was also recognized as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards after meeting its rigorous credentialing standards.
Stewart holds the following registrations through LPL Financial: FINRA Series 7 and 66 securities licenses, as well as a Utah life and health insurance agent’s license.
Outside of the office, Stewart enjoys life with his wife and four children. He can regularly be found skiing, cooking, gardening, playing the piano or singing in choirs.
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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