Stephanie Lally Operations Manager

Born and raised in Florida, Stephanie attended the University of Florida where she graduated with her Bachelor of Science degree in Finance. After graduation, Stephanie worked at the Raymond James home office in St. Petersburg, FL in various roles in the Compliance Department. During this time, she also earned her MBA with a specialization in Finance. She is proud of her being a double-Gator!

Stephanie is a Registered Representative holding her Series 7, 24, and 66 securities licenses and is licensed with the State of Florida in Life, Health and Variable Annuity insurance. She is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative with Raymond James.

In her free time, she enjoys spending time with her husband, son, and fur babies, working out, and reading.