Stephanie joined Cornerstone Financial Consulting of Raymond James in 2024, bringing over a decade of experience in finance and customer service. She is dedicated to delivering an exceptional client experience.
Stephanie began her financial career at Wells Fargo, where she spent 12 and a half years assisting individuals in achieving their financial goals. She now serves as the Southwest Complex Branch/Complex Business Coordinator and Client Service Associate for Cornerstone Financial Consulting at Raymond James.
Stephanie is committed to building strong, long-lasting relationships. She prioritizes clear communication and consistent support throughout the entire process. Helping individuals achieve their financial goals and navigate towards a secure future is her passion. Through a collaborative approach, she works closely with leadership to ensure all requests and questions are handled appropriately.
Outside of work, Stephanie enjoys spending time with her three pets, Khloe, Liam, and Mylo. She also has a passion for art, hiking, and traveling.
Stephanie looks forward to connecting with each of you and discussing how she can best support your financial journey.