Stephen Stanford 

With more than 36 years of experience in the financial services industry, Stephen has built a reputation for delivering thoughtful, strategic guidance to high-net-worth individuals, business owners, retirees, and families. His mission is to help clients confidently navigate the complexities of financial planning, investment management, and wealth preservation across every stage of life.

Throughout his career, Stephen has prioritized a client-centric approach—one that emphasizes personalized strategies tailored to each individual’s goals, values, and risk tolerance. Whether helping a young family map out their future, supporting a business owner through a succession plan, or guiding retirees in optimizing their income and legacy plans, Stephen remains committed to delivering advice grounded in trust, clarity, and long-term vision.

In a financial landscape that evolves rapidly, Stephen believes staying informed is not optional—it’s essential. He continuously monitors shifts in market conditions, regulations, and economic trends to ensure that his clients receive timely, relevant, and proactive counsel. His deep industry insight and adaptive approach have earned him longstanding client relationships built on mutual respect and consistent results.

Stephen holds a Bachelor of Science degree in Corporate Finance and Investment Management from The University of Alabama, where he cultivated a foundation in disciplined, analytical decision-making. He continues to draw on this education to evaluate complex financial scenarios and offer guidance that balances growth with protection.

Stephen currently resides in Fairhope, Alabama with his wife, Daphne. Outside the office, he is an avid sports enthusiast and enjoys spending time outdoors—whether it’s fishing on the Gulf Coast, exploring nature, or simply staying active. He also has a love for reading and travel, which he sees as opportunities to expand his perspective and connect with others.

With decades of experience and a steady, principled approach, Stephen serves as a trusted financial partner to clients seeking to build, preserve, and pass on their wealth with purpose.