Mom. Wife. Friend. Advisor.
Rebecca Stewart
Financial Advisor
Empowering & Educating
About Rebecca
Rebecca joined Northwestern Mutual in September 2020. Rebecca currently serves young families and emerging professionals as a Financial Advisor. Her practice has grown nationally and serves families in over 30 states. Her passion stems from the desire to educate individuals on the possibilities of financial planning by advocating for each person she meets with to learn something new.
A graduate of University of Cincinnati and University of Tennessee, Rebecca holds a Bachelor's and Master's degree in Psychology. Her educational background of behavior science helps lead individuals to action by acknowledging the correlation between financial decision making and behaviors, habits, and discipline. The conversations allow for individuals to better understand their relationship with money and then create, modify, or maintain behaviors around money.
As a college football coaches wife, Rebecca works with a wide range of professionals in Athletics, as well as professionals in the tech space and real estate world.
Rebecca grew up in Kent, OH and enjoys spending time with her husband, Walter, and her two kids, Niya and Nolan, doing crafts, experiencing new restaurants, and traveling.
Rebecca has been recognized in the top 4% of Advisors to impact over 100 lives in the first year as a Financial Advisor with Northwestern Mutual. She also works closely with the Top 10 Internship program as a mentor for college students interested in pursuing financial services.
Meet Rebecca's Family
Rebecca is passionate about working with families in Athletics as Walter is the Defensive Line coach at The University of Cincinnati. After meeting there as students and getting married years later, the two are excited to cheer on their Alma Mater alongside their two kids.
Niya is an incredible athlete and excels at gymnastics. She also enjoys video games, playing with neighborhood friends, and any cooking challenge or craft.
Nolan is also an outstanding athlete as he enjoys football and gymnastics. He also loves watching TV shows and movies, while putting together his favorite puzzles.
My planning process isn't a one-size fits all, it's tailored for each individual client. Your goals and aspirations are unique, so it only makes sense that your financial plan should be, too.
My process is comprehensive and personalized for your circumstance, bringing you customized solutions that match your life stage and financial ability.
Rebecca and Walter 2020.
I don't just see my clients as numbers on a spreadsheet; I see them as part of my extended family. Building long-term relationships is the heart of what I do. I'm here to guide your family through all life stages, from buying your first home to preparing for retirement.
I look forward to getting to know you and embarking on this journey towards financial success!
Rebecca in Philadelphia 2020.
Areas of Expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Investment Planning & Strategies
Community Involvement
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
American Football Coaches' Wives Association
Rebecca is a member of the American Football Coaches' Wives Association (AFCWA) The American Football Coaches' Wives Association (AFCWA) is a national organization that was formed in 1989 to work in conjunction with the American Football Coaches Association. Our Mission is to provide camaraderie, support, information, and service to the wives of American Football Coaches. Wives of these great competitors have come together in an effort to support and serve in our own communities and across the country. Whether it is the NFL, NCAA, JUCO, NAIA or countless high school football programs around the country - we share a common bond that brings us together.