Stephen Davis serves as Managing Partner and Senior Private Wealth Advisor of Fairvoy Private Wealth. As a Founding Partner of Fairvoy, Stephen helped establish the firm to prioritize providing a personalized client-first approach.With over 25 years of experience, Stephen provides investment advice, portfolio management, and financial planning to help clients reach their financial goals. As a portfolio manager, Stephen help design and implement personalized discretionary strategies for his clients. He assists clients in retirement planning, risk management, estate, and tax planning. His commitment to excellence has earned him recognition as a “Best-In-State Advisor” by Forbes/SHOOK in 2023.His journey began in 1999 at Merrill Lynch, where he served as a financial advisor in the Birmingham market. Early in his career, Stephen earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Financial Consultant® (ChFC®) designation. In 2023, he furthered his education by earning the Accredited Portfolio Management Advisor™ (APMA®) designation.In addition to serving clients at Merrill Lynch, Stephen played a pivotal role by training new hires and serving as a sales manager to senior advisors. In 2007, he co-founded the Davis Wealth Management Group alongside his wife Ashley Davis. They later partnered with Alan Word, forming The Davis, Word & Taylor Group.Stephen graduated with a Finance degree from the University of Mobile and was part of the N.A.I.A. National Championship Golf Team. In 2015, he achieved a personal milestone by receiving his private pilot certification, later earning his instrument rating. Beyond his financial acumen, Stephen enjoys playing the piano, cherishing moments at Lake Martin, and serving his community as a member of the Vestavia Hills Lions Club. Celebrating 25 years of marriage, Stephen and his wife Ashley continue to build a legacy of financial expertise and personal connection.The 2023 Forbes Next-Gen Wealth Advisors Best-In-State ranking, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Neither Fairvoy Private Wealth nor any of its advisors pay a fee in exchange for this award. Please see www.forbes.com for more information.