At Crossmark Wealth Management, we fundamentally believe that alignment with your values should be central to investment decisions. That's why we focus each day on delivering the tools, solutions, and innovation necessary to make investing with purpose a reality.
We do the right thing.
We dream big, we give our all, and we are not influenced by fear.
We dedicate ourselves to serving our clients, our community, and our coworkers.
We are passionate about business expertise.
We represent ourselves and our constituents with excellence.
President & CEO
Senior Investment Advisor
Senior Wealth Management Associate
Chief Market Strategist
Senior Portfolio Manager
Steward Capital Advisors (SCA) is formed to serve faith-based institutions and private clients
SCA creates the Steward Family of Mutual Funds in partnership with AG Financial Solutions and Crossmark Global Investments
SCA merges with Crossmark Global Investments
Crossmark Wealth Management is created as an independent service provider to private clients and institutions