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2021 FORBES BEST IN STATE

Chris Stevens, CFP® - Executive Vice President and Financial Advisor

CHRIS STEVENS, CFP®

EXECUTIVE VICE PRESIDENT AND FINANCIAL ADVISOR

Christopher Stevens, CFP®, joined CapWealth in 2025 as Executive Vice President and Financial Advisor. Chris has more than 20 years of experience as a Private Banker and Wealth Manager serving families, business owners, and non-profits. As a fiduciary, he brings extensive expertise in developing clients’ investment objectives and financial plans, along with managing legacy trust relationships throughout the Southeast.

Prior to joining CapWealth, Chris spent over 15 years at Bank of America Private Bank, where he served as Senior Vice President and Senior Portfolio Manager. He was consistently recognized as a leader in client satisfaction, client relationship management, and regularly charged with relationships exhibiting high levels of complexity.

A native of Georgia, he earned his BBA in Finance from Georgia State University and completed the Financial Planning program at Oglethorpe University before obtaining the CERTIFIED FINANCIAL PLANNER™ designation.

Away from the office, Chris enjoys grilling with family and friends, boating, fishing, and spending time outdoors. He is actively involved in his church community and values family time with his wife and three children.

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