Stephanie assists with day-to-day branch operations while also helping clients with various questions and requests in a timely manner. She ensures documents are completed and processed accurately and quickly, schedules client appointments, and assists with social marketing.

Before joining Raymond James in 2021, Stephanie was a Client Service Associate at Merrill Lynch and has over ten years of administrative and customer service experience. She holds an associates degree in communication studies from Modesto Junior College.

Born in San Francisco, Stephanie grew up in and now resides in Modesto with her son, Christopher. In her free time, she enjoys reading, traveling, and playing video games.