Stephanie Kidd,

As a financial advisor, Stephanie is dedicated to delivering exceptional service focused on comprehensive financial and longevity planning. She emphasizes the importance of providing strategic, personalized advice that aligns with her clients’ best interests. Stephanie’s commitment to her clients stems from a genuine concern for their well-being, and she values building lasting relationships with them. With a robust background in planning, client service, insurance, and annuities, she brings a wealth of knowledge to her role.

Stephanie obtained her bachelor’s degree in business administration from Campbell University and holds her Series 7 and Series 66 licenses. She has earned and maintains the designations of Accredited Investment Fiduciary^® and Accredited Asset Management Specialist^℠ 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 and her husband enjoy spending time with family and friends and traveling whenever they have the opportunity. She’s also an enthusiastic sports fan especially when cheering for football and Carolina Hurricanes hockey.