Chief Compliance Officer & Director of Client Services
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- Client Services & Onboarding
- Executive Management
Linda Stewart, CRCP™, has been with Cassaday & Company, Inc. since 1994 and serves as a Director of Client Services. She is also the Chief Compliance Officer and ensures that the firm is in compliance with state and federal regulations.
Linda works to ensure that clients have both a seamless transition to the firm, as well as a dedicated point of contact for service issues. With over 30 years experience in the banking and finance industries, Linda brings a significant wealth of knowledge to her roles. Prior to her position at Cassaday & Company, Inc., Linda worked as a Stock Broker for a brokerage firm in New Jersey. She currently has her Series 7, 63, and 24 securities registrations.
Linda currently lives in Burke, Virginia with her husband.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.