Stephen is Co-Chief Wealth Advisor of Davis Wealth Management, the firm he proudly founded in 2007. After more than 15 years of leading the company, Stephen transitioned ownership to his trusted colleague, Sean, ensuring the firm’s values and client-first approach will continue for years to come.
Today, Stephen remains an integral part of the team, working closely with individuals and families to help them create, manage, and preserve their wealth. As an Investment Advisor Representative with Brookstone Capital Management, he has passed the Series 65 exam and holds Life and Health Insurance licenses. While Sean now leads the firm’s strategic direction, Stephen continues to share his decades of experience, providing valuable guidance and maintaining the strong client relationships that have been the foundation of the firm’s success.
Away from the office, Stephen enjoys time with his wife, Lois, and their growing family, recently celebrating the joy of becoming grandparents. He also loves spending time outdoors, whether golfing or snowboarding with family and friends.
