Stephen H. Ambrose

190 Buckley Drive Rockford, IL 61107

815.227.0300

Trey is a financial advisor in Savant’s Rockford, IL headquarters.

As a CERTIFIED FINANCIAL PLANNER® professional, Trey is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Trey has been involved in the financial services industry since 2017 when he began as an intern with Savant. Prior to joining Savant, he started a locally grown produce company that sold to high-end restaurants. He also was a crew manager for Ambrose Greenhouse & Landscaping.

Trey earned a bachelor of business administration degree from the University of Wisconsin-Whitewater. He enjoys boating, fishing, and working on 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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