Stewardship Advisory Group, LLC

Joseph Veasey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. His prior roles include positions at AE Wealth Management, The Life Wealth Group, and Madison Avenue Securities, among others. He is also involved in stewardship and legacy coaching through Stewardship Legacy Coaching, LLC, and serves as a trustee for Redeemer Orthodox Presbyterian Church in Ocoee, FL. Stewardship Advisory Group, LLC provides comprehensive wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering Biblically Responsible Investing models alongside a variety of investment strategies.

Joseph Morson is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has worked with Stewardship Advisory Group since 2013 and has been involved with Life Values Financial since 2003. Outside of his advisory work, Morson serves as an accompanist at several Catholic churches. Stewardship Advisory Group, LLC provides wealth management, investment management, financial planning, and retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios based on client risk profiles and a mix of investment strategies, including Biblically Responsible Investing.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC in Clermont, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has held roles at multiple related firms, including founding Stewardship Legacy Coaching, LLC, which provides coaching on family and business legacy. Rogers is also an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, Inc., an organization promoting faith-based financial principles. Stewardship Advisory Group, LLC provides wealth management, investment management, financial planning, and retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios based on risk profiles and a range of investment strategies, including Biblically Responsible Investing models.

Tony Adkison is a financial advisor with Stewardship Advisory Group, LLC, holding a Series 66 designation and over 15 years of industry experience. He has been with Stewardship Advisory Group since 2013 and is also involved with Stewardship Legacy Coaching, LLC, which offers coaching services focused on family and business legacy stewardship. Additionally, he operates an independent insurance agency. Stewardship Advisory Group provides wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering strategies that include Biblically Responsible Investing and collaboration with estate and tax professionals.

Nicholas Ellison is a financial advisor with Stewardship Advisory Group, LLC in Clermont, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Cornerstone Wealth Management and HSC Wealth Advisors. He is also involved with Stewardship Legacy Coaching, LLC, which provides coaching services focused on family and business legacy. Stewardship Advisory Group, LLC offers comprehensive wealth management, financial planning, and retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and utilizing a range of investment strategies including Biblically Responsible Investing.

Cecil Hight is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Stewardship Advisory Group since 2013 and is involved in multiple healthcare-related business ventures and stewardship coaching outside of his advisory role. Stewardship Advisory Group, LLC provides comprehensive wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering Biblically Responsible Investing models alongside a variety of investment strategies.