Stevie Green, CFP®, MBA, AIF®
Stevie joined Spencer Financial Services in 2015 after nine years with B. E. Smith, Inc. While there, she held multiple positions across the company, the most recent being Vice President. Stevie was intimately involved with database and process improvement, management of staff, and developing a focus on service excellence. She received her Undergraduate Degree in Business Administration from William Jewell College, where she graduated. Upon graduating from Jewell, she went on to receive her Masters in Business Administration from Rockhurst University. She holds the Accredited Investment Fiduciary designation and has passed the Series 7. Stevie was named by Working Mother and SHOOK Research as a Top Wealth Advisor Mom* in 2020, and was one of only seven women in Missouri to receive the award.
Stevie enjoys being a part of the community by participating in many organizations, as well as service opportunities. She is involved with her church, Liberty Christian Fellowship, Liberty Hospital Foundation, and PEO. Stevie serves as a board member for Earnest Shepherd Memorial Youth Center, RealityU/Future Now:Finance in the Liberty School District, which provides teens with a good financial foundation, and is on the Elementary School Advisory Council. Additionally, she volunteers at Liberty School District Job Shadow Days and is a mentor for multiple high school students. At William Jewell, Stevie was a member of the Delta Zeta sorority and the dance team. Also, she taught dance for eight years at Elite Dance Company. Stevie is married to Dusty and they have four children, Dalton, Caden, Braxton, and Abrianna. She loves spending time with her family and friends, as well as traveling.
*Working Mother and SHOOK Research’s Top Wealth Advisor Moms considers women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.