Stephen R. Stanford 

With more than 36 years in the financial services industry, Stephen has established himself as a trusted advisor to high-net-worth individuals, business owners, retirees, and families. Known for his thoughtful and strategic guidance, he helps clients navigate the complexities of financial planning, investment management, and wealth preservation with clarity and confidence.

Stephen holds FINRA Series 7, 24, 63, and 65 licenses, along with insurance credentials. His comprehensive qualifications allow him to deliver well-rounded, regulated financial strategies that meet clients’ diverse needs across all life stages.

His approach is rooted in deep relationships and tailored strategies. He works closely with each client to align their financial plans with personal goals, values, and risk tolerance—whether it’s preparing for retirement, planning a business transition, or building a long-term legacy. His client-first philosophy is built on trust, transparency, and a long-term vision.

In an ever-evolving financial landscape, Stephen remains committed to staying informed. He actively monitors market trends, regulatory updates, and economic shifts to provide timely and proactive advice. His ability to adapt while maintaining a steady, principled approach has earned him decades-long relationships and a reputation for delivering consistent results.

Stephen earned a Bachelor of Science in Corporate Finance and Investment Management from The University of Alabama. This academic foundation informs his disciplined, analytical style and his ability to evaluate complex financial situations with both growth and protection in mind.

He and his wife, Daphne, live in Fairhope, Alabama. Outside the office, Stephen enjoys fishing along the Gulf Coast, playing sports, exploring the outdoors, reading, and traveling—experiences he values for the perspective and connection they bring.

With a steady hand and decades of experience, Stephen continues to serve as a financial partner for those seeking to build, safeguard, and pass on their wealth with purpose.