Stephanie J. Adams

Stephanie J. Adams, CPA, CFP®

Private Wealth Advisor
Dallas-Fort Worth, TX
A Message from Stephanie
stephanie.adams@bluetrust.com
214.784.0539

Stephanie Adams is a private wealth advisor for the Private Wealth Division of Blue Trust.

As a CERTIFIED FINANCIAL PLANNER™ certificant and an experienced wealth advisor to individuals, families, and businesses, Stephanie uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Stephanie and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Stephanie started her wealth management career in the Orlando office of Blue Trust in 2012, serving athletes and private wealth clients. She then worked for RGT Wealth Advisors in Dallas, TX for five years. Upon rejoining Blue Trust in 2021, she served as a financial advisor in the firm’s Professional Athlete Division before transitioning to serve private wealth clients in the Dallas-Fort Worth metroplex. She graduated from Taylor University in Upland, IN, with a degree in accounting/ systems. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

Stephanie is a long-time member and leader of Bible Study Fellowship. She has a passion for inspiring generosity and is a Journey Of Generosity retreat facilitator with Generous Giving.

Stephanie resides outside the Dallas-Fort Worth area in Benbrook, TX.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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