• Certified Trust and Fiduciary Advisor (CTFA®)

Phone:

(248) 848-1111

 

Atalie Stewart

Associate Financial Advisor

Atalie started as a Financial Associate with Blue Chip in August 2021 and was promoted to Associate Financial Advisor in December, 2021.

Prior to starting at Blue Chip Partners, Atalie spent four years as a Senior Trust Advisor at Plante Moran. In her role, Atalie developed a detailed understanding of estate and tax planning, as well as the complexities of trust administration.

Atalie recently passed the Certified Trust and Fiduciary Advisor (CTFA) exam. This four-hour certification exam tests knowledge of income taxes, investments, financial planning, trusts, and estates.

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. She was also active in student leadership activities such as Orientation and New Student Programs, and served as Vice President of Community Relations for Alpha Sigma Tau sorority.

Atalie pursued the wealth management industry due to her propensity for numbers and desire to always keep learning more. She is passionate about continued improvement and self-growth.

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

Interesting Facts About Atalie 

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. (But 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 2 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.

 

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