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Integrated Equity Management Promotes Charles Stewart, CFP® to Equity Owner and Partner
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Integrated Equity Management Promotes Charles Stewart, CFP® to Equity Owner and Partner
BLOOMINGTON, MN, UNITED STATES, May 19, 2025 /EINPresswire.com/ -- Integrated Equity Management (IEM), a boutique wealth management firm with offices in Minnesota and Florida, is pleased to announce that Charles Stewart, CFP®, has been promoted to Equity Owner and Partner. Charles joined IEM in 2013 and has played a key role in serving clients with complex financial needs, including executive compensation planning, stock options, RSUs, SARs, and…
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