Elizabeth Stephen,
CFP®, CTFA, AIF®
Senior Vice President
Wealth Advisor
Truist Bank
Senior Vice President
Wealth Advisor
Truist Bank
1777 Main St
Sarasota, FL 34236-5812
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.
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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 President for the Southwest Florida Estate Planning Council, Past President for the Charitable Gift Planners of Southwest Florida and Board Director for the Humane Society of Sarasota County.
