Stephen H. Ambrose III


Financial Advisor

"You have power over your mind - not outside events. Realize this, and you will find strength." - Marcus Aurelius

190 Buckley Drive Rockford, IL 61107

Trey has been involved in the financial services industry since 2017 when he began as an intern with Savant. He earned a bachelor of business administration degree from the University of Wisconsin-Whitewater and then started a locally grown produce company that sold to high-end restaurants. He also was a crew manager for Ambrose Greenhouse & Landscaping. Trey is a CERTIFIED FINANCIAL PLANNER™ professional. He enjoys boating, fishing, and working on his five-acre hobby farm.

Education &

  • University of Wisconsin-Whitewater
    Bachelor of Business Administration

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.