Elizabeth Rabbitt Stephen

Elizabeth Stephen
CFP® / AIF® / CTFA
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Elizabeth entered the financial services industry in 2005, joining Allegiant Private Advisors in 2016. Elizabeth’s focus is advising on the development and implementation of financial planning strategies to help clients define and meet their immediate and future priorities. She follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate plan, then monitors and rebalances that plan to continuously help meet client objectives. Her prior work experience included working at SunTrust Private Wealth Management and Wells Fargo/Legacy Wachovia. Elizabeth has earned the CERTIFIED FINANCIAL PLANNER™ certification. She was awarded a full academic scholarship to The Ohio State University, where she obtained her B.S. in Family Financial Management, with a minor in Corporate Finance. Elizabeth has completed two years of Florida Graduate Trust School and has earned the Certified Trust and Financial Advisor credential from the American Bankers Association.