CEO Today Business Women of the Year Awards

www.ceotodaymagazine.com 62 CEO Today Business Women of the Year Awards 2018 USA STEPHANIE N. ELLIOTT Stephanie N. Elliott, President & CEO of Chapin Davis, Inc ABOUT STEPHANIE N. ELLIOTT Stephanie Elliott joined Chapin Davis, Inc. in September of 2010 as Chief Operating and Compliance Officer; while overseeing the Strategy of Chapin Davis, Inc. Her previous experience managing New Business Development at First Clearing Correspondent Services enabled her to vastly understand the needs of financial professionals and broaden the suite of products, services and technology for both the Registered Investment Advisor and Broker Dealer. In December of 2017, Stephanie was named President & CEO of Chapin Davis, Inc., the first female in the firms history. FIRM PROFILE Founded in 1952, Chapin Davis, Inc. is the oldest privately held financial services firm in Baltimore, Maryland. Chapin Davis, Inc. is a hybrid firm dually registered with FINRA and the SEC. Chapin Davis Investments, Chapin Davis Asset Management and Chapin Davis Insurance Services provide best in class products and services for our customers; while offering Financial Advisors, Investment Advisor Representative and InsuranceAgents the opportunity to align as an employee or independent contractor. Our journey began with the vision and values of one man who firmly believed the sustainability was solely dependent on these relationships and placing the needs of our clients at the forefront of products, services and revenues. They would anchor every conversation and use it as a guide to make prudent decisions in the best interest of their clients; while, adhering to the highest level of integrity and honesty. As we embark on the next sixty years, it is the shared vision and values of the late Bedford Chapin and H. Chace Davis that will lead this firm to service the next generation as we did their parents and grandparents. To continue building lifelong relationship one client at a time; allowing financial success to only be defined on their terms, to act on their behalf with the highest level of ethical standards, integrity and honesty To live with our families, raise our children and support our communities as we have done in years past; allowing us to reach our financial goals together. SPECIALITIES • Investments • Advisory Wealth Management • Traditional Retail Brokerage • Insurance Services, • Commercial and Personal Lines of Insurance • Investment Banking Services • Capital Markets CONTACT Stephanie N. Elliott President & CEO of Chapin Davis, Inc. 1411 Clarkview Road Baltimore, MD 21209 Office: 410.435.3200 Fax: 410.433.2099 Cell: 410.812.4944 www.chapindavis.com