With more than 14 years of experience in financial planning and investment management, Stephanie Friemoth has the accumulated knowledge and perspective to help you with your financial goals. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Stephanie will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Stephanie is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Stephanie works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies using financial, insurance, estate, and tax planning; wealth accumulation; retirement planning; college funding and more.
Stephanie joined Raymond James in 2023 after 14 years with Edward Jones. She is a graduate from UW-Milwaukee and received a Business degree with a minor in Finance. She holds her Series 7 and 66 licenses; life and health licenses and also has the AAMS™ designation.
She lives in Delafield with her husband, Bill, and their two amazing children, Lucy and Remy. When not in the office, she enjoys traveling, golfing, reading, gardening, camping and is always looking forward to the next adventure with her family. She believes giving time back to your community is important, including but not limited to: police and fire department, schools and food pantries. Stephanie has served on numerous board positions within the Rotary Club, including Rotary Club President.
Stephanie’s passion is helping her client’s work toward their financial goals and dreams. She finds it important to create financial options for their futures instead of being held to obligations.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.