Stevan Dority, CRPC®
Founder, Financial Advisor
With trust and integrity at the heart of his financial advising philosophy, Stevan specializes in multigenerational wealth management designed to help clients achieve their goals – to help them live well.
After training with Morgan Stanley, Stevan joined Hilltop Securities as a financial advisor in 2006. He then spent ten years as Associate Vice President of Investments at Wells Fargo before being drawn to Raymond James in 2017 by the firm’s depth and breadth of resources.
Stevan earned his Chartered Retirement Planning Counselor® certification in 2012 and his bachelor’s degree in management from Golden Gate University in 2013.
Originally from Carson City, Nevada, Stevan currently resides on the Monterey Peninsula in California. In his time outside the office, Stevan races triathlons, is on the board of elder-care foundations, and enjoys pinot noir and conversation with close friends.