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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.
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.
We maintain the highest ethical standards and combine experience, intellect, and integrity to serve your interests. Clients always come first.
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.
Education
BSEE
Georgia Tech
MSEE
Georgia Tech
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.
Education
BBA
University of Georgia
MBA
Emory University
Scott Stewart is a CFA (Chartered Financial Analyst) charterholder and also a CERTIFIED FINANCIAL PLANNER™ professional
Education
BA, Finance
Michigan State University
Matthew Eads is a CFA (Chartered Financial Analyst) charterholder.
Education
BA
Virginia Military Institute (VMI)
MBA
Georgia Tech
140 Years of Combined Industry Experience