Penny Stewart, CPA®

Senior Tax Advisor

Penny is a Certified Public Accountant with 30 years’ experience serving individuals and closely held businesses with tax compliance and planning as well as financial reporting. She is a Louisville native and works primarily from the Louisville office.

Penny graduated from the University of Louisville with a BSBA in accounting and a minor in mathematics. She has a wide base of knowledge and continues learning constantly. She is recently earning her Certified Tax Planner designation.

Penny lives in Graymoor-Devondale with her family. She enjoys spending time with family, live music and community involvement. She is a member of Harvey Browne Presbyterian Church in St. Matthews, where she has served terms as a trustee and an elder.

*Penny Stewart is an employee of Legato Financial Group. The tax planning services provided by Penny Stewart are through Legato CPA’s and Advisors PLLC. The tax planning services offered by Legato CPA’s and Advisors’ are not subject to investment Advisor requirements. Tax planning services referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Legato CPA’s and Advisors PLLC.