Newest Advisory Team Accentuates the EverSource Priority of Generosity
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® is pleased to welcome the Arizona-based Generous Wealth Advisors team to the EverSource platform, recognizing a shared vision for values-based impact in wealth management. Generous Wealth is led by Bill Stevens, CKA®, AIF®, who founded his current practice almost 20 years ago.
Generous Wealth Advisors helps clients pursue generosity in retirement through values-based investing and charitable giving. With customized client service, they work to create financial freedom while adhering to each client's deepest values. The firm's name reflects its founders' strong belief in using wealth for good causes, helping individuals maximize their impact on their community and world through comprehensive financial planning.
This mission is firmly aligned with the vision of EverSource. A Birmingham-based registered investment advisor (RIA), EverSource supports advisors and their clients in pursuing values-based impact through financial planning and investing. Advisors affiliated with EverSource become part of a like-minded community dedicated to clients' priorities and gain access to an extensive range of institutional-quality funds, including investments focused on faith-based and measurable social and environmental outcomes.
About Generous Wealth’s move to EverSource, Stevens says: “This transition is part of our dedication to growth and continuous improvement. EverSource provides boutique-level service with first-class capabilities and a national platform.”
Other members of the Generous Wealth Practice include Debbie Stouffer, operations manager, and Emily Glabe, client services manager.
A graduate of the University of Arizona, Stevens has worked as a financial advisor for more than 30 years. Before starting his own firm in 2004, he was an advisor with A.G. Edwards & Sons, Inc. He was also a seagoing officer in the United States Navy for five years, serving in combat during Operation Desert Storm.
Stevens is an elder and ministry leader in his church and leads his local Kingdom Advisors Study Group. He advocates for alleviating material and spiritual poverty in difficult parts of the world, and he has served locally in numerous faith-based and community organizations.
Ed Hart, EverSource director of marketing and business development, says: “Bill’s commitment to generosity as a foundational principle of his business, along with his passion for values-based investing, is a perfect complement to the EverSource family. We consider it an honor to serve Bill and his team.”
About EverSource Wealth Advisors
Launched in 2017, EverSource now manages $2B+ in total assets for advisors across the United States serving high-net-worth and institutional clients. EverSource provides advisors with regulatory compliance, proprietary technology, and investment oversight, with leading national firms serving as custodians for client assets.