With trust and integrity at the heart of everything he does, Stevan Dority brings over two decades of experience helping families live well, worry less, and achieve their financial goals. As the founder of Wine Country Wealth, he delivers personalized, multigenerational wealth management rooted in the belief that aligning your assets, priorities, and actions over time leads to lasting success.
Stevan began his financial career at Morgan Stanley in 2005, before building his client relationships at Southwest Securities and Wells Fargo Advisors, where he served families for a decade on the Monterey Peninsula. He later joined Raymond James, leveraging independent resources to deepen his planning capabilities, before founding Wine Country Wealth in 2023 — bringing his expertise home to Healdsburg and the community he loves.
Stevan holds his Chartered Retirement Planning Counselor® (CRPC®) designation, along with FINRA Series 7, 31 & 66 securities licenses and California insurance licenses. He earned his Bachelor of Arts in Business and Managerial Economics from Golden Gate University in 2013.
Originally from Carson City, Nevada, Stevan now calls Healdsburg home — where the Wine Country lifestyle he helps clients savor is also his own. Outside the office, he is an avid triathlete, backpacker, and cyclist who enjoys great food, good wine, and engaging conversation with close friends and the community he serves.