Stephanie joined SWK Financial Planning Advisors of Raymond James in 2019 as Director of Client Relations. In addition to strategic business development, she directs media relations, branding and advertising. She manages and oversees events, charitable contributions and more.
She has more than 22 years of experience in the financial industry, all with Arvest Bank. Prior to joining the SWK team she worked in Private Banking where she was a Senior Private Banking Advisor who built strong relationships with her clients and filled personal, commercial and mortgage banking needs.
This transition will allow her to draw from this past experience to talk with people in the community about how the team can make a meaningful difference in their lives as well as help them seek financial security.
She is also very involved with JDRF (Juvenile Diabetes Research Foundation) where she is a board member of the NWA branch. She has had a passion for JDRF since 2014 when her son was diagnosed with Type 1 diabetes. In addition she is a Leadership Fayetteville graduate and serves on the Teen Leadership committee at the Chamber of Commerce. She loves to spend time with her family outdoors. She is married to Roy and they have two children, Madison & Beau.
“Focusing on the client is the most important & meaningful part of my job. Together, with my team, we listen for what is important to you. We offer customized solutions that focus on you & your values.”
Raymond James is not affiliated with the above organizations and/or charitable causes.
