R.F. (Ben) Stewart III, JD, LLM (Tax), AIF®, CEBS

R.F. (Ben) Stewart III, JD, LLM (Tax), AIF®, CEBS

Ben is a a co-managing partner of Stonebridge Advisors, LLC where he provides wealth management and retirement plan consulting.

In 1981, Ben received a Bachelor’s Degree in Marketing Management from the University of Alabama and received his law degree from the Cumberland School of Law in 1984. Following graduation, he received a Masters of Law in Taxation from the University of Florida Levin College of Law in 1985.

In 1994, he was awarded the Certified Employee Benefit Specialist designation (CEBS) from the Wharton School of Business and the International Society of Employee Benefit Specialist and in 2011 he became an Accredited Investment Fiduciary (AIF®).

In addition to practicing law for over 30 years as a tax attorney, Ben’s experience included working for several international consulting firms, such as Mercer Consulting, as a retirement plan consultant. Ben continues to provide guidance to small and medium-size businesses on their retirement plan design and operations.

He is a member of the Alabama and Birmingham Bar Associations, The Birmingham Estate Planning Council and the International Foundation of Certified Employee Benefit Specialist. He is also a founding member of the WealthCounsel, a national organization of estate planning attorneys, the WealthCounsel Advisors Forum, a national organization devoted to comprehensive wealth planning and the ElderCounsel, a national organization devoted to the practice of elderlaw and special needs planning. He is also a Qualified Member of Kingdom Advisors.


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