Stephen High CPA, PFS, JD

Senior Wealth Advisor
Nashville Office

Stephen joined the Insight Strategic Wealth team as a Senior Wealth Advisor in 2025 where his focus is

servicing client accounts, holistic financial planning, retirement planning, tax planning, cash flow management, and estate planning. With 25 years in the financial services industry, Stephen’s past experiences include personal financial planning, small business consulting, and tax practices. 

Prior to his Accounting and Wealth Management career, Stephen practiced law, which provided him with a strong foundation for his transition into financial services. 

 

Stephen’s educational background includes a B.S. in Accounting, a J.D., and an MBA in Finance from the University of Tennessee, along with certifications such as the Certified Public Accountant® (CPA®) designation, the Personal Financial Specialist (PFS) designation.

 

Deeply motivated by assisting clients in achieving their financial goals, Stephen works collaboratively with the Insight Strategic Wealth team to develop impactful customized solutions. Involved with organizations such as the American Institute of Certified Public Accountants and the Financial Planning Association, Stephen is passionate about Tennessee’s ecology and is an amateur arborist.