People and Companies

Kimberly Stewart

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KRS Wealth Management

As she crossed the stage to be recognized by the African American Chamber of Commerce of Central Florida with its highest recognition, the 2015 Eagle Award, her eyes met with her mother, who seemed as exuberant over her achievement as she was.  Kimberly Stewart remarked, “It is a true honor, a privilege and a blessing. I’m humbled to be recognized by my own community. Hopefully together, we can go on from here and patronize each other as African American business owners.”

The University of Central Florida alumna and Certified Financial Planner has over 20 years of financial services experience. She worked for Charles Schwab, State Farm, and Edward Jones, before taking the plunge and opening her own financial planning firm. “I am so happy being an entrepreneur!” she said with characteristic enthusiasm. “Taking that leap of faith has proven to be the best decision I ever made.”

Stewart combines her two greatest skills: first, a deep financial acumen, and then a “hands-on” approach to financial guidance. “I’ve always had a love for numbers. I started out as an accounting major and switched to finance my junior year of college and have loved it ever since. No day is ever the same!” Not only do her clients find her knowledgeable, but also that she truly cares about helping them work towards their dreams. Stewart said, “This is what I was created to do…it is my purpose. I could not do anything else and be fulfilled.”

Describing some of the influences in her life, she said, “I’ve tried to learn at least one thing from everyone that I’ve encountered. Sometimes that lesson has been about myself. But if I had to choose the one mentor who had the most impact on me, it would be one of my teachers who continually challenged me academically. She never let me rest on my laurels or use my external conditions as an excuse. I also admire Oprah Winfrey. She rose from humble beginnings and has gone on to be one of the wealthiest women in the world. And, for me, ‘wealth’ isn’t about the money. Oprah continually gives of herself and continues to create this body of work that inspires, uplifts, and helps leave a legacy.”

Her workspace is filled with globes, as she says, “To remind me how huge this world is, with so much to see, so many different things to explore, different people and different cultures. I want to see as much of it as possible.” But back home in her office, she said, “I’m passionate about financial literacy and education, and helping individuals reach their goals. One of my greatest joys came from helping a couple develop an aggressive savings plan and seeing them reach their goal of home ownership.” It is those types of rewards, achieved by people from every economic strata, that drives her on.

That, in addition to the unique niche she fills in working with female clients. “Women are unique and are becoming more of the wealth creators and decision-makers in the home. As a woman, I understand our challenges and concerns, which allows me to provide a more holistic approach with customized planning, products and services.”


This article appears in the May 2015 issue of i4 Business.
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