STEVEN R. SCHAAD
FINANCIAL ADMINISTRATOR
Steven R. Schaad brings the fresh perspective of sunny California and the West to his client service responsibilities. Mr. Schaad built his financial services experience by working in major institutional money firms - Pacific Investment Management Company (commonly known as PIMCO,) Quick & Reilly - where he served as a stockbroker, and Corporate Regulatory Services, LLC. He has a proven track record of fulfilling his firms' operations function, and thus supporting client satisfaction as the number one priority.
Detail, precision, and thoroughness motivate Mr. Schaad's conscientious work ethic. Responding quickly to client's requests and questions prompt that wonderful sense of a job well done. Whether the task at hand is determining the basis of stock holdings, providing needed tax data, implementing a newly executed estate plan, or compassionately reaching out for additional client data, Mr. Schaad helps fulfill Entrust Financial's commitment to multi-faceted personal service.
PROFESSIONAL ASSOCIATION MEMBERSHIP
- Financial Services Institute
SERVICE ORGANIZATION
- Main Line Chamber of Commerce
NASD Securities Registration
- NASD Series 7
EDUCATION
- Bachelor of Science in Finance, Loyola University, Chicago, Illinois
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.