Financial Guidance for Women Navigating Life’s Major Transitions.

Stephanie Davis is a Wealth Management Advisor who has been guiding clients through life’s most significant transitions since 2005. After graduating from the University of Washington in Seattle, she began her career with a commitment to long‑term, relationship‑driven financial planning — a commitment that has only deepened over nearly two decades in the field.

 

Her professional path took on new meaning after experiencing profound personal loss. In 2018, following the passing of both her parents and her husband, she relocated to Virginia Beach to rebuild her life and continue her work with a renewed sense of purpose. As a widow herself, she understands the emotional fog, financial uncertainty, and overwhelming decisions that follow loss. This lived experience shapes her compassionate, steady approach to serving widows and women in transition.

 

In 2024, she remarried a Senior Naval Officer and is now proudly part of a military family, helping raise his son. As a military spouse, she brings a deep understanding of the unique financial realities of service — from understanding current and survivor benefits to long‑term planning for families shaped by sacrifice.

 

Today, she specializes in supporting widows and military families with patient, step‑by‑step guidance that honors both the emotional and financial sides of transition. Her clients value her calm presence, clear explanations, and unwavering commitment to their long‑term wellbeing. 

 

Grounded by her own journey and driven by a genuine desire to help others find clarity and confidence, she helps clients make decisions at their own pace — and feel supported every step of the way.