Angie Stephenson

Angie Stephenson General Information

Biography

Ms. Angie Stephenson is a Co-Founder and serves as Partner, Senior Wealth Advisor & Chief Operating Officer at Domani Wealth. She works closely with individuals, their families, trusts and charitable foundations to develop customized financial plans that are aligned with their personal goals and objectives. She is also very active in working with families that utilize Domani Wealth as their Family Wealth Office. As a CPA with significant tax and consulting experience, she applies this specialized knowledge to various aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement. She also works very closely with the firm's Investment Strategy Group to align clients' portfolios with their financial plans, goals, cash needs and appropriate risk levels. As a member of the executive management team, she serves as Chief Operations Officer for the firm. She truly enjoys working with clients to assist them in developing their personal goals and financial plans. She frequently says, "It is not always about the best financial answer. The plan and answers only work when you listen to your client's personal goals. At Domani Wealth, a client's success is also our success."