As her team’s senior client service associate, Stephanie is essential in helping provide an exceptional client experience. She compiles portfolio reviews, manages calendars to promote efficiency, oversees event planning and makes meaningful contributions to marketing efforts. Friendly and dynamic, Stephanie’s favorite aspects of her job are the diversity of her tasks and working for clients alongside a dedicated, knowledgeable team.
Stephanie began her career in the financial services field in 2007 with American Funds of the Capital Group Companies, where she worked as a senior client services specialist for over 11 years. In 2018, she joined Raymond James. Stephanie is a graduate of Purdue University with a B.S. in agriculture.
Originally from Indiana, Stephanie makes her home in San Antonio with her husband, Carl, and their two dogs and two cats, all of whom were rescued. On the weekend, Stephanie enjoys spending time outdoors, bike riding, taking long walks and going to Medina Lake.