Steward Concepts

02/23/2024

Meet the team!

01/26/2023

It was announced two weeks ago that Steward Concepts was named to the Forbes Best-In-State Wealth Management Teams list. We are by far the smallest firm in South Carolina on this list, and the only firm associated with a Credit Union on this list. We believe our commitment to “All Things Money” is what made the difference.

Congratulations to the team. Proud to work with you folks.

Our inaugural Forbes/Shook Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. These groups of experienced wealth managers have proven track records of success according to SHOOK Research, which uses quantitative and qualitative da...

04/24/2018

Last week, Jason Driverwas a hit at the Banks Trail Middle School career day. Thank you for the positive impact you have in our community!

11/04/2015

We're thankful to work with LPL Financial and the support they provide for us. Check out the video below to see more!

The potential benefits of becoming an advisor with a local bank or credit union may be worth considering, as credit unions and banks are often seen as the mo...

02/27/2015

Check out the new LPL Financial regional headquarters coming to Fort Mill in 2016.

LPL Financial is the latest company to break ground in Kingsley North, a major driver of new commercial growth in Fort Mill.

12/05/2014

We were honored to be ranked #32 on the BIC TOp 50 advisors list.

This is it, our signature ranking of the top 50 financial advisors in the bank channel.

11/11/2014

Today was dress as your hero day...so, they dressed as each other!

10/31/2014

Some excellent investing nuggets in this piece.

Investors always buy high, and sell low.

10/03/2014

Interesting. Talk about a change of roles....

So naturally, the government decided to right the wrong by tightening the standards for qualifying for a mortgage. When Ben Bernanke, former chair of the Federal Reserve tried to refinance his mortgage, he was rejected. Bloomberg reported that he told Mark Zandi of Moody’s Analytics at a conference…