As a financial advisor, Stephanie Kidd works diligently to provide clients with exceptional care based around comprehensive financial and longevity planning. Conscientious, experienced and honest, she considers it her responsibility to offer strategic, personalized service that is always in the client’s best interest. Stephanie has a genuine concern for clients and enjoys building long term relationships with them.
Stephanie obtained her bachelor’s degree in business administration from Campbell University and holds her Series 7 and Series 66 licenses. In addition, she has earned and maintains the designations of Accredited Investment Fiduciary® and Accredited Asset Management Specialist SM along with life, health and long term care insurance licenses. Before joining Raymond James 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.
A lifelong North Carolina resident, Stephanie makes her home near Raleigh with her husband, Eric and together they have three adult children, Catherine, Jansen and Jackson. She’s an avid sports fan and especially enjoys pulling for the Carolina Hurricanes and Carolina Panthers. She also likes to travel and spend time with family and friends.