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David Stewart, Loring Advisory Group, Senior Client Service Associate, Lead, Process Design

David Stewart

Senior Client Service Associate,
Lead, Process Design

David’s ability to connect with clients is one of his greatest assets. He takes great pride in his ability to ask the right questions to achieve a deep understanding of clients’ needs. David consistently strives to go the extra mile for every client, ensuring that they leave each interaction fulfilled and feeling that he has done his level best to assist them. David joined Loring Advisory Group in December 2020 as part of the merger with Diamond Financial Services. In his role as a Client Service Associate, he facilitates client-advisor relationships by providing detailed account servicing and support and regularly addressing client calls and inquiries.

David began working in the financial industry in 2007 and previously worked as a team leader for a revenue control department at a hospital in Boston. He earned his Bachelor of Arts in Graphic Communications from Franklin Pierce University in New Hampshire.

David grew up in Worcester, Massachusetts, and currently lives in South County, Rhode Island. In his free time, he enjoys playing guitar, singing, meditating and reading any book he can get his hands on. He has recently taken to looking for native otters as he strolls around his local pond.