Edward Jones-Financial Advisor: Lori Stewart

Edward Jones-Financial Advisor: Lori Stewart I have lived in beautiful Skagit Valley for over 23 years and consider this my home. I joined Edward Jones in 2019 because their core values align with mine.

My husband was born and raised in Mount Vernon and here we raised our two amazing children. I served the community for 12 years working with many of you at Skagit Bank, and after 14 years of banking experience, I began a career with Edward Jones. To serve our clients using a personalized approach and creating tailored solutions to address each client's specific needs and long-term goals is ingrain

ed in the Edward Jones philosophy. This allows me to partner with my clients in a way that is approachable and open to express concerns, ask questions, and learn. As a Financial Advisor, it's my goal to know each client's story and share mine as well. As a wife and mother, I understand the struggle of work-life balance. Discussing financial strategies may not be on the top of your "to-do" list, but in 2015 a health scare in my family forced us to re-evaluate and prioritize our own financial goals. This experience shaped my passion for helping others and to expand my career in financial services. I strive to make a difference in the lives of my clients by working together to create financial strategies for life's unexpected turns. Now, with both my children in college I understand more than ever the importance of having individual strategies in place to alleviate the stress and worry these changes bring. Whether you're raising a family, starting a business, or looking forward to retirement, we are here to listen and partner with you in the process of defining your financial goals. We will work together so you feel informed and in control. I am honored and blessed to have the opportunity to build a business and serve the community in which I live. With our own diverse and unique life paths, we each have our own version of financial success. Let me better understand yours by starting the conversation at (360) 424-4982. Member SIPC.
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Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
09/08/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

09/03/2026
If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
09/02/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
09/01/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
08/27/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
08/25/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

08/24/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

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Thank you to all our clients who donated to such a great cause!!
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Thank you to all our clients who donated to such a great cause!!

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1835 Riverside Drive Suite 102
Mount Vernon, WA
98273

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