Today on the Invest In Her Podcast, host Catherine Gray talks with Deborah Stavis and Chelsea Stavis, a dynamic mother-daughter duo redefining private wealth management through a family-first lens. Deborah brings over 35 years of experience as a private wealth manager, having built and led two successful Registered Investment Advisory firms with approximately $1 billion in assets under management. A respected educator and community leader, she has taught at Rice University and been recognized by major publications including Forbes and The Wall Street Journal. Her daughter, Chelsea, serves as Co-Founder and Chief Growth Officer of Stavis Wealth, where she leads marketing, media, and community initiatives while also producing original content and programming. With a background in investment banking and a creative career in film and storytelling, Chelsea brings a multidisciplinary approach to empowering families and communities through financial education and engagement. In this episode, Deborah and Chelsea share how they are modernizing wealth management by integrating legacy planning, philanthropy, and education into a more holistic and approachable experience. They discuss the importance of financial literacy—especially for women—and how creating open, engaging conversations around money can transform generational outcomes. The conversation also explores the evolution of family offices, the role of storytelling in financial empowerment, and how their "edu-tainment" approach is helping clients feel more confident and informed. Together, they offer a compelling perspective on building wealth with purpose, strengthening family legacies, and making financial planning more inclusive for future generations. Websites Mentioned https://www.showherthemoneymovie.com www.sheangelinvestors.com Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels #InvestInHer #FinancialWellness #WomenInFinance #FinancialEmpowerment #MoneyMindset #InclusiveFinance #FintechForGood #BehavioralEconomics #WealthBuilding #FinancialHealth #EmpowerWomen #MoneyMatters #SheAngelInvestors #InvestInYourself #FinancialFreedom