Blue Trust
Stephanie Adams, CFP®, CPA, is a highly experienced financial professional currently serving as a Private Wealth Advisor and Service Advisor for the Professional Athlete Division at Blue Trust since August 2021. With a career that includes roles as a Senior Financial Planner and Financial Planner at RGT Wealth Advisors from July 2016 to August 2021, as well as experience as a Staff Accountant, Client Accounting Specialist, and Executive Assistant in various organizations, Stephanie brings a diverse skill set to wealth management. Stephanie obtained a Bachelor of Science in Accounting/Systems from Taylor University and has furthered education at Hong Kong Baptist University.
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