Stephanie J. Adams, CPA, CFP®
Financial Advisor
Dallas-Fort Worth, TX
Stephanie Adams is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.
Stephanie assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. She serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, NHL, and the NCAA.
Stephanie started her wealth management career in the Orlando office of Ronald Blue Trust in 2012, serving athletes and private wealth clients. Prior to re-joining Ronald Blue Trust in 2021, Stephanie worked as a senior financial planner for RGT Wealth Advisors in Dallas, TX. 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 of Bible Study Fellowship. She has recently joined the board of Love Justice International, a non-governmental organization (NGO) that shares the love of Jesus Christ by fighting against human trafficking and caring for orphaned and abandoned children. She is a journey of generosity retreat facilitator with Generous Giving.
Stephanie resides outside the Dallas-Fort Worth area in Benbrook, TX.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald 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. Certified Financial Planner Board of Standards Inc. 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.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.