Professional

de Winter provides holistic financial planning and risk management guidance to a broad range of professionals, entrepreneurs and their families. He started his financial services career on Wall St. after graduating from Columbia Business School in 1999. He worked in Goldman Sachs’ Private Wealth Management group in New York until the firm asked him to relocate to San Francisco, where he had worked before school and was familiar with the business landscape.

de Winter went on to have a successful career in the executive recruiting industry, holding leadership roles in which he advised C-level executive clients and helped a myriad of professionals advance their careers. He also developed and led successful teams.

After years of advising other people about their careers, he did the same for his own. Joining Northwestern Mutual has enabled de Winter to continuing advising professionals but in a way that directly serves them and their families – and that resonates for him.

de Winter holds the following licenses and designations:

FINRA Series 6, 7, 26, 63, 65

Certified Financial Planner CFP®

The CFP designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement.

Certified Long Term Care CLTC®

The CLTC Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

https://www.northwesternmutual.com/video/the-greatest-gift-a-plan-for-long-term-care/

Life and health: Lic# 0I03680

Years of Experience

Representing Northwestern Mutual since 2012.

Education

Degree Major Institution
MBA Finance Columbia University Graduate School of Business
BS Industrial & Labor Relations Cornell University

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

de Winter L Stewart, CFP®, CLTC, MBA

Financial Advisor

  • Office 213-243-7028
  • Office 310-883-8884
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck