Stephanie M. Adams: Benjamin F. Edwards Memorial Awards
Stephanie M. Adams | Vice President, Individual Businesses | TIAA, FSBC
Supports summer camp scholarships for low-income families; college and career planning
The Benjamin F. Edwards Memorial Awards bestowed upon Stephanie Adams in recognition of the great support the Mathews-Dickey board member has galvanized through TIAA for summer camp scholarships for low-income families, along with college and career planning for teens. She will accept the award on stage at the Martin L. Mathews Awards Program & Benefit Concert during Mathews-Dickey’s Family Reunion Weekend. Adams has over 23 years of experience in the financial services industry, specifically focused in the areas of wealth management and trust administration. Prior to joining TIAA-CREF, Adams served as senior vice president and director of the California Trust Center for Wells Fargo Bank, N.A. In this capacity, she had full responsibility for the leadership of the center which handled the administrative and risk management activities for over 23,000 trust and investment management accounts. In addition, she led the national philanthropic services administrative team for the organization. Prior to serving as Trust Center Director, she was the Regional Fiduciary Manager for two national products that Wells Fargo Wealth Management offered to Wells Fargo Advisors’ team of over 14,000 financial advisors. Before joining Wells Fargo, Adams served as Managing Director for the Wealth Management Division of Unified Trust Company, N.A.
Adams has also been active in the community and volunteered her time with many civic and charitable organizations. Adams earned her Bachelor of Business Administration (magna cum laude) and her Masters of Business Administration from Morehead State University. She also holds the designations of: Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP) and Chartered Mutual Fund Counselor (CMFC). She has passed Level 1 of the Chartered Financial Analyst (CFA) examination.