Deann’s Approach
Deann A. Stevens
CFP®, CPA
Financial Advisor
Overview
Deann Stevens is a financial advisor in Savant’s Atlanta, Georgia, office and believes financial planning doesn’t have to be complicated to be meaningful. Her philosophy is simple: help clients enjoy their lives today while still planning thoughtfully for the future.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Deann works with clients through some of life’s biggest transitions, whether that involves starting a new job, getting married, going through a divorce, receiving an inheritance, or preparing for retirement. She strives to bring a steady, practical perspective to moments that can often feel overwhelming.
While she works with a wide range of clients, Deann has a special passion for supporting single women. Whether they’ve never been married, are newly single, navigating a divorce, or have lost a spouse, she understands that their financial decisions are often deeply personal and deserve focused attention and care.
Deann earned a degree in accounting from Southwestern Adventist University in Keene, Texas, and stays active in several professional and nonprofit communities. She’s a member and volunteer with the Junior League of Atlanta, a member and chair of the Events committee of the Georgia chapter of the Financial Planning Association, and a member of the Association of African American Financial Advisors. She is also a member of the Atlanta Symphony Orchestra Advisory Council, a member of the Buckhead Toastmasters Club, and a member and vice president of sponsorships for PROWIN, a women’s networking organization.
Outside of work, she enjoys hiking, reading, and unwinding with a good British or K-drama series. She’s also a regular at the Atlanta Symphony Orchestra and the Atlanta Opera.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- Southwestern Adventist University
Bachelor of Business Administration in Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- Junior League of Atlanta – member, volunteer
- Financial Planning Association, Georgia chapter – member, Events committee chair
- Association of African American Financial Advisors – member
- Atlanta Symphony Orchestra – Advisory Council member
- Buckhead Toastmasters Club – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.