OUR TEAM
Stewart Smith
President, Wealth Advisor
Stewart focuses on educating clients and helping them achieve their goals utilizing a well-thought-out financial strategy. He is a U.S. military veteran who prides himself on being a resource for pre-retirees, living by his grandmother’s philosophy of always doing the right thing, even when no one’s looking.
With 22 years of experience in the financial services industry, Stewart focuses on helping clients make informed financial decisions as they move from the asset accumulation to the distribution phase of retirement planning. He offers easy-to-understand retirement income planning and strives to help clients make informed financial decisions.
Stewart is a financial professional who can offer investment and insurance products and services. He has passed his Series 6, 63 and 65 securities exams and has insurance licenses in life and health, annuity, long-term care and variable life.
Outside of the office, Stewart is an avid runner and is passionate about fitness and living a healthy lifestyle.
Dana L. Tucker
Operations
Dana is passionate about helping local retirees become engaged, educated and confident about their hard-earned assets. She credits this outlook to three things her Depression-era parents taught her: be conservative, start each day looking for ways to help others through a “servant's heart,” and “Learn a lot and make new friends,” her dad’s daily quote.
She attended Clemson University before beginning her career in finance. Dana has always been drawn to working with retirees, whether through her church, a local senior center or in business.
Dana was born and raised in the Carolinas and has a daughter that recently graduated from Clemson University in Nursing and works at a local hospital. Her son has put his high school baseball cleats behind him and will follow in the family footsteps by attending Clemson soon. Outside of the office, you can find Dana exploring small Southern towns for that perfect photography shot, piece of history, miracle of nature or restaurant. She feels most at home in the cool mountain air with her pets and favorite people cheering on college sports.
Mitch Davies
Investment Adviser Representative
Mitch is dedicated to helping elevate the firm by aiming to provide an exceptional planning experience for its clients. He passed his Series 65 exam in January 2024, and is insurance licensed in multiple states. Mitch has had a passion for financial markets, economics and asset management since he began college. He brings a youthful, fresh perspective to the planning process within Stewart Smith Financial.
Mitch was raised in Charleston and has spent the majority of his life in the Carolinas. He is a recent graduate of Coker University in Hartsville, where he played on the tennis team. Mitch understands the value of hard work and team building and is extremely excited about the opportunity to serve clients and provide a thorough, holistic experience at the firm.
Although he grew up in Charleston, Mitch’s roots are firmly planted in Spartanburg, where his family is actively engaged in the local community. They cheer on his brother, a tennis player at Converse University, and share a strong bond in supporting their community’s growth.
Beyond his professional pursuits, Mitch stays active through workouts and various sports. He’s also a dedicated traveler, always seeking new experiences and connections.