Stuart J. Clark

Stuart Clark, Client Services Manager, Program Services, is responsible for account management, preparing client periodic reports, and managing day-to-day client inquiries.

Stuart joined the firm in 2017 after 11 years at New York Life Insurance Company where he served as a Sales and Service Manager.  In this capacity he was responsible for all aspects of the AARP Lifetime Income Program.  Graduating from the University of South Alabama in 1997, Stuart spent time working for The Vanguard Group and USAA Investment Management Company as a FINRA licensed Financial Advisor.