R.F. (Ben) Stewart III, JD, LLM (Tax), AIF®, CEBS
Ben is a Principal of Navigate Wealth Management where he provides wealth management, tax and estate planning help for individuals and families. In 1981, Ben received a bachelor's degree in Marketing Management from the University of Alabama and received his law degree from the Cumberland School of Law in 1984.
Following graduation, he received the Masters of Law in Taxation from the University of Florida Levin College of Law. In 1994, he was awarded the Certified Employee Benefit Specialist designation (CEBS) from the Wharton School of Business and the International Society of Employee Benefit Specialist and in 2011 he became an Accredited Investment Fiduciary (AIF®).
In addition to practicing law for over 35 years as a tax attorney, Ben's experience includes working with individuals and families in the design and implementation of their estate plans. He is a member of the Alabama and Birmingham Bar Associations, The Birmingham Estate Planning Council and the International Foundation of Certified Employee Benefit Specialist. He is a founding member of the WealthCounsel, a national organization of estate planning attorneys, the ElderCounsel, a national organization devoted to the practice of elderlaw and special needs planning and also holds the Certified Kingdom Advisor (CKA) designation.
He and his wife, Missy, live in Hoover. They have two adult children, one grandchild and another on the way. In his spare time, he enjoys hunting, fishing and golf.
You can contact Ben at email@example.com or at 205-729-5492.