David Stevens

President at Stevens Capital Partners

Speaker

David Stevens leads Stevens Capital Partners™, guiding its mission to deliver personalized, sophisticated wealth management. As head of the Private Client division, he works closely with entrepreneurs, executives, and multi-generational families to navigate the complexities of significant wealth.
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With a deep understanding of the financial and personal dynamics that come with wealth, David takes a comprehensive approach to planning—helping clients align their investment, estate, and tax strategies with their long-term goals and values. He serves as a trusted advisor, leveraging his experience in business ownership and advising high-net-worth families to provide thoughtful guidance on key financial decisions. Whether structuring generational wealth transfer or helping executives design a financial strategy for the future, David ensures every decision is intentional and purpose-driven.
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As a Certified Exit Planning Advisor (CEPA), David is well-positioned to counsel business owners considering acquisition or exit. He helps them evaluate pre-sale planning strategies, explore their options, and structure an exit that maximizes financial outcomes while preserving their legacy. David is also a Certified Financial Planner (CFP®), bringing deep technical expertise to sophisticated wealth planning strategies and ensuring clients have a clear, tax-efficient path toward their long-term financial goals.
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Before founding Stevens Capital Partners, David spent nearly two decades at TD Ameritrade, where he led the largest advisory practice in the nation. He serves on the Board of Directors for the Financial Planning Association of Nebraska and is a sought-after speaker on advanced wealth planning topics. Beyond wealth management, David is passionate about philanthropy and community involvement. He and his wife, Natalia, live in Omaha with their four children, and SCP proudly donates 10% of its profits to organizations making a meaningful impact. He firmly believes that wealth is more than financial success—it’s about creating opportunities, strengthening communities, and building a lasting legacy for generations to come.