STEWART MARKEY GROUP, INC.
GULF BREEZE, FLORIDA

Stewart Markey Group, Inc. is a distinguished advisory firm providing comprehensive financial planning services with a team-oriented approach. Established in April 2009 and located in Gulf Breeze, Florida, the company offers a broader spectrum of expertise than typically found within a single professional. Specializing in personalized client service, the firm understands individual circumstances to craft unique financial plans that serve as roadmaps for clients' financial journeys. Operating independently under Raymond James Financial Services Advisors, Inc., Stewart Markey Group is not registered as a broker/dealer, emphasizing its independent advisory nature. The group was co-founded and initially led by Sandy, who brought significant industry experience from over 25 years with institutions like Smith Barney. Her background in economics, tax preparation, and personal challenges have shaped her commitment to aiding clients make informed long-term financial decisions. Stewart Markey Group caters to diverse clientele, including large institutions, families, and business owners, enabling the team to refine their expertise for delivering exceptional financial services. Wendy S. Markey serves as President, while Bryn Markey holds the position of Vice President within the firm. While advisors are available in various states based on regulatory registrations, services may vary by location. Clients outside the United States should note that local securities and tax laws might apply, which are not addressed here. For further details, visitors can access the company's website at stewartmarkeygroup.com or contact their office directly.