With more than 20 years of experience in the financial services industry and nearly 10 years as a Wealth Advisor, Tori serves as an important part of the Stephens Wealth Management Group team. She runs the Tampa, FL satellite office and works with clients across the United States. As a Certified Investment Management Analyst® (CIMA®), Tori provides clients with strategic investment expertise and guidance.
Tori began her career as an options trader on the Chicago Board of Trade. She then worked as a regional investment consultant with both Raymond James and Bank of America, and then as a Regional Vice President with Eagle Asset Management. In these roles, she provided research, analysis, and recommended investment strategies to financial advisors, high-net-worth clients, and institutions.
Service and Leadership
Tori loves giving back to her community as part of the Alumni Advisory Committee for Pi Beta Phi sorority at the University of Tampa. She also helped to launch the Tampa, FL chapter of the National Association of Divorce Professionals “(NADP”), which provides clients going through a divorce with access and connections to important resources in the community.
Master of Business Administration, South Florida University
Bachelor of Accounting, University of Alabama
Outside the Office
Tori is a Tampa native and still lives there today. In her free time, she enjoys travel, golf, boating, and fishing.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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