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David Stephens, CFS, CFBS
President/Founder

David Stephens is known as a community leader throughout Coastal Virginia. Dave is a master at advocating for others. Whether it’s an impassioned plea to support Alzheimer’s research, or a spirited conversation about your finances, through his innate leadership capacity, Dave inspires those around him to step up and take charge – of whatever it is that matters most to them.


Dave’s leadership ability was first spotted during his service in the United States Army, further developed in a successful career in the auto industry and is a huge asset to his current career as the President and CEO of The Legacy Business Advisors Mid-Atlantic. What drives Dave to lead is a deep-seated love for people. He is a natural at coaching and mentoring. “I’m invested in the people who cross my path,” he says, “whether it’s a friend, an employee or a client, I want to help them get to a better place.” It’s a philosophy that has served him well: the investment in good people has in turn translated into the high level of service clients have come to associate with the firm.


When Dave is not leveraging his energy into getting people excited about the future, one can find him volunteering for the many social causes he holds dear: the Alzheimer’s Association, the Virginia Beach SPCA, and Toby’s Dream Foundation, among others. Dave also loves to play golf as much as his schedule permits. He resides in Virginia Beach with his wife, Debbie.

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