Atalie Stewart
Associate Financial Advisor

Accreditations

checkmarkCTFA


Contact

Phone: 248-848-1111

Atalie is an Associate Financial Advisor at Blue Chip Partners and is a holder of the right to use the Certified Trust and Fiduciary Advisor (CTFA) designation.

Prior to joining Blue Chip Partners in 2021, Atalie spent the first four years of her professional career at Plante Moran Trust, N.A., advancing to the role of Senior Trust Advisor. In her time at Plante Moran, she developed a detailed understanding of estate and tax planning, the complexities of trust administration, and the interpersonal skills required to manage client relationships.

Atalie graduated with honors from Oakland University where she obtained a B.S. in Finance. During her time in college, Atalie held various financially oriented internships at Continental Automotive and Faurecia.

Atalie enjoys traveling, strategy-based games, and spending time with family and friends.

Do you have any skills or talents that most people don’t know about?

One talent I have that most people don’t know about is that I’m an endorsed motorcycle rider. I began riding motorcycles in college and have enjoyed it ever since. Don’t worry, I always utilize the proper safety gear!

What is the most interesting class you have taken in your studies?

At Oakland University, one of the perks of participating in the Honors College was the fact that they offered unique general education classes that counted in place of the standard GenEd classes. Two very interesting classes I got to take were American Experimental Film for my Arts general education credit, and History of Meditation for my Science credit.

What’s the strangest thing that happened to you growing up?

I’ve been attacked by monkeys before! When I was two years old, I somehow tried to climb over the enclosure bars at the zoo in order to feed a banana to the monkeys on the other side. However, I tripped and stumbled in, which led the monkeys to surround me. Luckily my mom was not far at all and was able to fend them off in time.

Let's schedule your financial consultation.