Elizabeth Rabbitt-Stephen

Elizabeth Rabbitt-Stephen, CFP®, CTFA
Senior Vice President Wealth Advisor Truist Bank

1777 Main St

Seventh Floor ,

Sarasota, FL 34236-5812

Elizabeth.Stephen@Truist.com

Phone 941-951-3166

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About me

Background

Elizabeth Stephen is a Senior Vice President and Wealth Advisor with Truist Bank, bringing more than 20 years of experience in the financial industry. She works closely with clients to develop custom strategies that address the unique challenges and opportunities that significant wealth creates. By leading teams of Truist specialists, Elizabeth provides comprehensive solutions for families, businesses, and charitable organizations, always keeping her clients’ best interests at the center of her approach.

Elizabeth has obtained the CERTIFIED FINANCIAL PLANNER® designation and Certified Trust and Fiduciary Advisor (CTFA) designations. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Family Resource Management
The Ohio State University 2004
Florida Graduate Trust School 2013 2015

Personal Interests

Elizabeth earned her degree in Family Resource Management, with a minor in Corporate Finance, from The Ohio State University. Since 2005, she has been an active member of the Sarasota-Manatee community, balancing a rewarding career with family life and service. She has held leadership roles with several local organizations, including President of the Southwest Florida Estate Planning Council, President of the Charitable Gift Planners of Southwest Florida, and Treasurer of the Humane Society of Sarasota County, in addition to serving on numerous charitable committees.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Locations

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