Elizabeth Stephen

Elizabeth Stephen, CFP®, CTFA
Wealth Advisor Truist Bank

1777 Main St

7th Floor,

Sarasota, FL 34236-5812

About me

Background

I’m a Wealth Advisor with Truist Wealth., offering clients more than 15 years of financial industry experience focused on developing and implementing custom financial planning strategies specific to my clients’ financial priorities. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I harness the strength of all of Truist, which enables me to lead the best-suited team to assist my clients and their families, businesses, and charities. 

I hold my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, 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

I earned a degree in family financial management, with a minor in corporate finance, from The Ohio State University. In addition to a fulfilling career and raising a family, I enjoy all of the opportunities I have to give back to the Sarasota-Manatee community. 

Currently, I serve as president of the Charitable Gift Planners of Southwest Florida, treasurer of the Estate Planning Council of Southwest Florida, and treasurer and finance chair for the Humane Society of Sarasota County. I’ve been honored to be nominated by the Board of Certified Financial Planners to serve as a mentor to aspiring female planners within W-I-N program since 2017.

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.

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