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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06/03/2026

We’re honored to be recognized on the 2026 Fortune 500 list for the 14th consecutive year, ranking among the largest companies in the U.S.

Over the years, our growth has been shaped by the trust of our clients, the dedication of our associates and financial advisors, and a continued focus on building meaningful relationships that last.

We’re proud of this recognition and the collective work of our financial advisors, branch teams, and home office associates, whose commitment drives our success every day.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

06/03/2026
05/25/2026

This Memorial Day, we honor the heroes who never came home and give thanks for the freedoms their sacrifice protects.

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
05/14/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4dqF0gu

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

04/24/2026

Another reason why I love my firm!!!🩷

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
04/06/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

No two of my clients are alike. That’s why you have choices at Edward Jones.As your financial advisor, I can help you un...
02/02/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4arPs7b

How often are your employees receiving financial education to help them save for retirement and other goals?
01/27/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

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1835 Riverside Drive Suite 102
Mount Vernon, WA
98273

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