Stephanie works diligently to provide clients with exceptional customer service based around long-term planning that will help them have a more positive experience with her team. Conscientious, experienced and honest, she utilizes her extensive knowledge of client services to efficiently support the team and address client needs.
Before joining Raymond James with her team in 2015, Stephanie held the position of client service associate with Davenport & Company. Prior to that, she served as an associate wealth management advisor with Northwestern Mutual. Stephanie earned her bachelor’s degree in business administration from Campbell University and holds her Series 7, 66, life and health insurance licenses.
A lifelong North Carolina resident, Stephanie makes her home in Raleigh with her husband, Eric. Together they have three children, Catherine, Jansen and Jackson, and three grandchildren, Liam, Emma and Ellie. In her free time, Stephanie enjoys traveling, attending Bay Leaf Baptist Church – where she is an active member – and spending time with family and friends.