Roswell Steadman, CFP

Roswell is a financial advisor specializing in personalized wealth management and investment planning. His approach is rooted in three guiding principles: listening to understand each client’s unique goals, treating every individual with respect and dignity, and delivering thoughtful, expert guidance with care and diligence. Raised in Elmira, NY as the oldest of eight, he joined the Marine Corps. Before deploying to Iraq in 2008 he married his wife, Jen. He later earned a bachelor’s degree in finance at Binghamton University. He began his civilian career in consumer lending, helping clients consolidate high interest debt and build financial freedom. In 2016, he became a Financial Advisor and later earned the CERTIFIED FINANCIAL PLANNER® designation. In 2019, Roswell and Jen moved to Wilmington, NC. They welcomed their daughter Eloise in 2022. Outside the office, Roswell enjoys spending time with his family. Whether it’s hiking, traveling or joining Eloise in her favorite activities currently gymnastics, swimming, and climbing, he finds joy in being present for life’s everyday moments. Their home is also shared with a dog and two cats, making family time even more fun.