Adam Stewart
Vice President, Financial Advisor
Contact Adam
Team Office
Adam’s Locations
Orcutt, CA 93455 (805) 937-4556
Arroyo Grande, CA 93420 (805) 937-4456
About Adam
Adam began his career in the financial services industry nearly 20 years ago with E*TRADE Financial as a Services Representative, where he found great fulfillment in helping clients strengthen and solidify their financial futures. He grew into the roles of Relationship Manager/Advisor, working with some of E*TRADE’s largest clients. In 2021, with Morgan Stanley, he became an Assistant Vice President in their Platinum Group and managed a team that oversaw 6,000+ households with more than $10 Billion in assets.
Adam joined the Vivid Team at Wealth Enhancement in 2024 as a VP Advisor, where he has enjoyed meeting and working with both clients and colleagues. He is dedicated to growing relationships and building trust through communication, problem solving, and delivering solutions for clients.
Outside of work, Adam enjoys mountain biking, golf, and world travel with his wife, Briana. Together, they cheer on their four fantastic kids.
Education
- BA, Brigham Young University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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