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Stephanie Davis


Advisor | Partner, Executive Vice President 

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About Stephanie

Getting people excited about financial services is Stephanie's biggest passion. She is a Seattle, Washington native who relocated to Virginia Beach in October 2019. She attended the University of Washington in Seattle and received BAs in Political Science and Art History. Her financial services career began in 2005 when she joined KMS Financial Services and began developing a background in compliance and operations. 

Stephanie has been a financial advisor at Raymond James and Waddell and Reed and has managed wealth management practices with KMS, Ameriprise Financial, and Northwestern Mutual. She has completed her RICP and WMCP designations and she focuses on building retirement portfolios and investment management. She also manages our team and loves to spend time developing new advisor and staff talent. 

When not at the office, she is adventurous and will try anything once! She loves traveling and road trips, photography, cooking, baking and hiking. After being widowed in 2018, she just married an amazing man, Shane, and they are raising a high energy 5 year-old together.

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