CEO Today USA Awards

67 www.ceotodaymagazine.com CEO Today USAAwards 2018 MARYLAND STEPHANIE N. ELLIOTT President & CEO of Chapin Davis, Inc. Chapin Davis, founded in 1952, is the oldest privately held financial services firm in Maryland. Using the foundation established by the late founders, Bedford Chapin and H. Chace Davis, Chapin Davis continue to work on behalf of multi-generational customers to build, manage, protect and implement transition solutions. Our customer relationships are key to the firm’s success. In December of 2017, Stephanie Elliott was named the first ever female, President and CEO to lead Chapin Davis. As the industry changed, it was Ms. Elliott’s vision and drive to build upon the foundation and principals of Chapin Davis. By integrating an expanded business design and strategy; along with a strong leadership team, Chapin created a solutions- based wealth management approach necessary to serve our customers, continue to act in their best interest; while remaining true to our principles and values. Since Ms. Elliott joined the firm in 2010, Chapin Davis has expanded their footprint outside the State of Maryland as well as, created a diverse business model to accommodate FIRM PROFILE Financial Advisors looking to practice outside of the typical wire house offering. With a growing independent model, as well as, employee-based models, our approach has allowed Financial Advisor and Investment Advisor Representative to join a hybrid firm willing to customize their desired business model. Chapin Advisors are not beholden to the proprietary products, defined sales quotas; but instead, armed with best in class products, services, technology and resources to work with existing customers while continuing to develop and grow professionally. Ms. Elliott is focused on building a firm that fosters relationships for life. Industry trends temporarily drive the market, often forcing financial service firms to reinvest themselves every few years. It is Ms. Elliott’s forward vision that keeps the firm “Chapin Davis will weed out the new shiny toy in the sandbox as well as industry fads to remain focused on the core of wealth management. We know our customers, who we are, what we do and how we do it. Chapin will remain committed to these principals. Wealth management is a personal relationship business. These relationships count on our solution driven wealth management design to achieve their financial goals through all stages of life”.