190 Buckley Drive Rockford , IL 61107

815.227.0300

Stephen “Trey” Ambrose III serves as a financial advisor at Savant’s Rockford headquarters, where he helps individuals and families create comprehensive financial plans tailored to their goals. As a CERTIFIED FINANCIAL PLANNER® professional, Trey focuses on wealth transfer strategies, philanthropy planning, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.

Trey began his career in financial services as an intern with Savant in 2017. Before joining the firm, he launched a locally grown produce company that supplied high-end restaurants and managed crews for a landscaping company. He earned a bachelor’s degree in business administration from the University of Wisconsin-Whitewater.

Outside the office, Trey enjoys boating, fishing, and tending to his five-acre hobby farm.

Education &
Designations

University of Wisconsin-Whitewater
Bachelor of Business Administration
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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