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Elizabeth Stephen

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

1777 Main St

7th Floor,

Sarasota, FL 34236-5812

Elizabeth.Stephen@Truist.com

Phone 941-951-3166

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About me

Background

Elizabeth Stephen is a wealth advisor with Truist Bank, offering clients nearly 20 years of financial industry experience focused on developing and implementing custom financial planning strategies specific to her clients’ financial priorities. She follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate plan, and ongoing management with the goal of achieving measurable results. She harnesses the strength of all of Truist, which enables her to lead the best-suited team to assist her clients and their families, businesses, and charities.

Elizabeth has obtained the CERTIFIED FINANCIAL PLANNER™ designation, Accredited Investment Fiduciary® (AIF®), 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 Financial Management
The Ohio State University 2004

Personal Interests

Elizabeth earned a degree in family resource management, with a minor in corporate finance, from The Ohio State University. In addition to a fulfilling career and raising a family, she enjoys all of the opportunities she has to give back to the Sarasota-Manatee community. She's honored to serve as First Vice President for the Southwest Florida Estate Planning Council, Past President for the Charitable Gift Planners of Southwest Florida and Board Secretary and Finance Chair for the Humane Society of Sarasota County.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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