Tyler Stephens

Tyler Stephens serves as a Private Wealth Advisor at Evertern Wealth, working closely with clients to help provide thoughtful, comprehensive financial guidance and personalized service. With more than five years of experience in the financial services industry, Tyler focuses on building long-term client relationships and supporting comprehensive investment and planning strategies tailored to each client’s goals and circumstances. As appropriate, he coordinates with clients’ legal and tax advisors.

Tyler takes a broad-based approach to wealth management, helping clients navigate investment decisions within the context of their overall financial picture. His work emphasizes disciplined portfolio construction, clear communication, and ongoing service intended to support clients through changing markets and life events.

He earned his degree from Elon University, where he majored in Policy Studies with a minor in Business Administration. Tyler began his career in UBS’s Wealth Advice Division in Charlotte, North Carolina, before transitioning to the firm’s Corporate Stock Option Division. In that role, he worked on a global trading desk and worked with executives in more than 20 countries, educating clients on equity compensation and stock incentive plans—experience that informs his work with executives and professionals today. Tyler holds the FINRA Series 7, Series 63, and Series 66 registrations.

A native of Naples, Tyler has been involved with several local charitable organizations, most recently Habitat for Humanity of Southwest Florida, which provides homeownership opportunities for families in need. Outside of work, Tyler enjoys boating, tennis, and golf, and values staying active and connected to the Southwest Florida community.