Craig Stephens in

Craig Stephens

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Senior Family Wealth and Tax Advisor at Arlington Family Offices
📍 Birmingham, Alabama, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
26 Years
Current Role
Senior Family Wealth and Tax Advisor
Location
Birmingham, Alabama, United States
Personality Overview

How Craig shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Craig cares about

Strategic Priorities
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Career

Work history

3-2021
Senior Family Wealth and Tax Advisor
Arlington Family Offices
1-2005
Professor (Adjunct) of Estate and Gift Tax; Wills, Trusts and Estates; and Estate Planning
Samford University, Cumberland School of Law
8-1998 - 1-2021
Attorney, Shareholder - Private Clients, Trusts, and Estates
Sirote & Permutt, P.C.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2000
Master of Laws - LLM
University of Florida - Fredric G. Levin College of Law
1994 - 1997
JD
Samford University
1990 - 1993
BA
Stetson University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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