Stephanie Davis, CFP®


Stephanie Davis is a CFP® Professional with Team Financial Strategies in Albany, Texas. Her experience and financial planning skills service a wide range of individuals and families. Whether you are someone with a young family starting out or you are an individual nearing retirement, Stephanie will help you find success.

Stephanie understands that making financial decisions can feel like a burden. She finds joy in lifting that burden off your shoulders. She guides you with step-by-step advice tailored to your individual and family needs. Stephanie’s expertise and counsel turns what may seem like a daunting task into a workable plan of action.

If you are at the stage of life where you can start your planning early, Stephanie will help you set financial goals and map out a strategy to reach those goals. If you have your eye on retiring sooner than later, Stephanie’s attention to detail can help you assess your needs and identify resources for those post-employment years.

Stephanie lives in Albany with her husband, Trey, and their two children. Their family is active in church and enjoys being a part of the thriving community of Albany. Stephanie graduated from Texas Tech in 2011 with a bachelor’s degree in Personal Financial Planning.

When she’s not crunching numbers, you’ll likely find Stephanie in the outdoors camping, traveling, or enjoying the comfort of her home and family with a good book in hand.

Meet with an Advisor

We have two styles of management based on the needs and contract with the clients.

Wealth Management Portfolios: For our clients signed up for our “Wealth Management” service, we tailor their portfolio to their needs using investments from various asset classes including options for hedging and enhancing the portfolio. Our investment team considers Macro risks and the client’s advisors consider the individual risk reward profile of the client to build out and manage the individual portfolio.

Wealth Builder Portfolios: For our clients signed up for our “Wealth Builder” service our investment team focuses on building portfolios for long term growth while still taking into consideration the clients risk/reward profile. For this service our investment team manages models by selecting mutual funds and percentages of a portfolio to be invested in each fund for a risk reward profile. Then advisors can assign the investments to each client and the portfolio will remain invested and rebalanced based on our team’s parameters on a regular basis.

Active vs Passive: Our philosophy leans toward active management but we feel that this should not be a choice of style that an investor must pick. We believe there are definitely times and opportunities where active managers provide a lot of value to a portfolio in various areas of the market and there are also times where passively investing in an index is difficult to beat. With that said, even deciding the allocation of passive investments is an active management decision. It is also an active decision to keep some money in cash. Investing involves decision making. Our goal is to help the client make the best decision possible for their portfolio at a given time based on the information we have for them.

Our team of professionals spans many years of experience in a multitude of areas that are covered in wealth management. For our wealth management clients, we want to help you look at the areas of your financial life where we can make the most difference. Therefore, we take a comprehensive approach looking into various areas of your finances and making recommendations in areas such as tax planning, risk management, generational planning, and retirement planning strategies.

Need help keeping up with your business finances? Would you like a team to work with that can help you make informed and guided decisions? Our business planning team can help you make sure you are keeping up with the essentials while planning for the future. There are specific advantages for business owner’s finances with good decision making.

Have you been appointed as the Executor/Executrix of an estate? Our team has assisted clients with the settlement of an estate on many occasions. This area is one that can have many hurdles and pitfalls. Our experience in assisting clients can be used to your benefit. If you are the executor of an estate, we can work with you through this process to make sure it is done in a way that can save you time, money and stress. If you would like to discuss these services with our team, click here to make an appointment and put “Estate Assistance” in the “Additional background information” field.

Since opening Team Financial Strategies in April of 2005 we have developed sound investment management strategies that we manage within client portfolios and for institutional investors. For a brief description of each strategy click here. To inquire further, please contact our investment team at 325-480-1587.