Timothy A. Stephenson, ChFC®, CASL®
Professional Fiduciary

Tim Stephenson has been serving retirees in a variety of roles throughout his career, but has focused on the needs of retirees in Southwest Florida since 2007. He holds certifications as a Chartered Financial Consultant (ChFC) and Chartered Advisor in Senior Living (CASL), and has significant experience and credentials as a financial planner. His background includes years working with a major financial services firm before turning to the not-for-profit sector in 1995.

 

He came to Southwest Florida to serve the needs of retirees and their families as a leader in the largest Continuing Care Retirement Community (CCRC) in the state of Florida and subsequently established Southwest Florida Advocates in order to expand those services to the greater community.

 

A true specialist in senior living, Tim serves as Professional Guardian, Trustee, Personal Representative, Attorney-in-Fact, and he understands the special financial planning needs of retirees. Tim’s technical skills in financial services, combined with his integrity, sensitivity and a deep personal commitment to his clients, ensure you will receive the highest level of service. A person who attends to the details, your relationship with Tim and Southwest Florida Advocates will give you confidence in your time of need.

 

Tim is also an experienced public speaker and is available to speak to your professional association, church or community group on a variety of topics of interest to retirees and their families.

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Glenda L. Stephenson, M.A.

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Glenda joined Southwest Florida Advocates in April 2015.  Though her undergrad training was in the area of music education, her work experience includes a variety of administrative roles.  In July of 2015, she completed her master’s degree in Organizational Leadership.  Glenda enjoys using her training and skills to help Southwest Florida Advocates in the area of business development and loves working alongside Tim to care for and serve clients.  In addition to her academic credentials and work experience, she is mom to three now-grown children and relishes being grandma to ten wonderful grandchildren.

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If you would like more information on how we can be of assistance to you, please send us an email or simply give us a call.  Your initial consultation is free of charge.