Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
Our Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What's the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
About Us
Robin S. Davis
President
772-463-4441
800-896-5422
888-836-6932
rdavis@stuartfinancial.com
Robin Davis, Wealth Advisor has been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Stuart Financial, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days.
Because it is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book "Who's Sitting on Your Nest Egg? Why you need a Financial Advisor and Ten Easy Steps for Finding the Best One!". Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends.
Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin holds FINRA series 7, 6, 22, 24, 26, 63 and 65 industry licenses; as well as life, health and Variable Insurance licenses.
"I live in Stuart, Florida with my children Matthew and Brianna. We spend our free time golfing, paddle boarding, travelling, and spending time with family and friends."
Carie Gratz, MBA®
Financial Advisor
772-463-4441
800-896-5422
888-836-6932
carie@stuartfinancial.com
Carie Gratz, MBA is a financial advisor and insurance specialist with Stuart Financial since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement, and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently hold FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses.
Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from South University in 2012.
"My son Blake and I live in Hobe Sound. We enjoy spending a lot of time at the soccer field as Blake plays for Hobe Sound Stikers. We love to watch Florida State Football. We spend a lot of time enjoying Martin County and its beaches".
