Stephen’s Approach
Stephen H. Ambrose III
CFP®
Financial Advisor
Overview
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.
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.
Education & Certifications
Education
- University of Wisconsin-Whitewater
Bachelor of Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
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.