Susan H. Stewart, CPM, JD

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

301-907-2738
Email |

Susan launched her career as an attorney. After a few years, she left the practice of law to pursue a career in financial services. That career included stints at major banks and brokerages. With these experiences, Susan sought to provide clients with a broader service offering. This led to Susan founding her own firm in 1996. In this role, she served as a wealth advisor for affluent families, and as a large-cap equity manager for public and corporate pensions. Susan closed her firm in 2011 and rejoined a large brokerage house before coming to RBC Wealth Management in 2019.

Susan grew up in Bucks County, Pennsylvania, and holds a bachelor’s degree from Ursinus College, a Juris Doctorate from The Dickinson School of Law at Pennsylvania State University. She also holds the Certified Portfolio Manager (CPM®) designation, a collaboration of the Academy of Certified Portfolio Managers and Columbia University. While attending law school, Susan was the head women’s lacrosse and assistant women’s basketball coach at Dickinson College. A talented field hockey, basketball and lacrosse player, Susan is a member of her high school and college halls of fame and played on the U.S. Women’s Lacrosse Team. She relaxes by playing basketball, biking and tossing the Frisbee at her home in Rehoboth Beach, Delaware. Susan’s greatest passions include her son, Ryan, her daughter and business partner, Taylor (Susan’s colleague at The Stewart Group), and supporting a number of charitable organizations.

Taylor Stewart, CFP

Financial Advisor

301-907-2705
Email |

The Stewart Group believes that the foundation to any sound investment strategy is a comprehensive financial plan. As a CERTIFIED FINANCIAL PLANNER®, Taylor spearheads the team’s financial planning process, working alongside clients to help them identify and articulate personally meaningful goals. Whether its traveling more, supporting a beloved philanthropy, purchasing a home, planning for retirement, or funding kids’ education, building a plan founded on what matters most is critical to developing an effective wealth management strategy clients can fully embrace.

Taylor joined the financial services industry in 2014. Following graduation from University of Wisconsin – Madison, where she earned a bachelor’s degree in political science, she worked as the assistant to the chief financial officer of the Democratic National Committee. She grew up in Washington, D.C., and resides in Arlington, Virgina. Her favorite activities include hiking, running and traveling.

Stephanie Hernandez

Client Associate

301-907-2724

Stephanie began her career in finance in 2013 as a relationship manager in the banking industry. From there, she transitioned to the mortgage business before joining a major brokerage firm in 2018. She joined RBC in early 2019 and works closely with Susan and Taylor in meeting clients’ financial needs. She was born and raised in Washington, D.C. but now resides in Gaithersburg, Maryland, with her husband and daughter. She loves spending time with her family and boating at Deep Creek Lake.

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