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About
Integrity, experience, and education
History
Eads & Heald was founded in 1987 with the mission of bringing institutional-caliber investment management to private clients. Through the years, the firm has morphed into a full-service wealth management provider serving individuals, families, and businesses.
Eads & Heald Wealth Management brings 140 years of combined industry experience to its clients.
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We continue to offer customized investment portfolio management, and we dovetail that with comprehensive financial planning in order to bring a holistic approach to your unique financial goals. That is our "Wealth Management" offering.
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We maintain the highest ethical standards and combine experience, intellect, and integrity to serve your interests. Clients always come first.
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Portfolio managers and financial planners employed by Eads & Heald Wealth Management are required to hold the prestigious Chartered Financial Analyst (CFA) designation and/or the CERTIFIED FINANCIAL PLANNER™ designation.
Your Team
R. Stewart Eads, President, is a CFA (Chartered Financial Analyst) charterholder.
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Education
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BSEE
Georgia Tech
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MSEE
Georgia Tech
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MBA
Wharton Graduate School at the University of Pennsylvania
Thomas F. Heald, Vice President, is a CFA (Chartered Financial Analyst) charterholder and has been a CPA.
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Education
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BBA
University of Georgia
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MBA
Emory University
Scott Stewart is a CFA (Chartered Financial Analyst) charterholder and also a CERTIFIED FINANCIAL PLANNER™ professional
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Education
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BA, Finance
Michigan State University
Matthew Eads is a CFA (Chartered Financial Analyst) charterholder.
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Education
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BA
Virginia Military Institute (VMI)
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MBA
Georgia Tech
140 Years of Combined Industry Experience