Stephanie Lovell

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I joined SWK Financial Planning Advisors of Raymond James in 2019 as Director of Client Relations, where I lead strategic business development initiatives and oversee media relations, branding, advertising, and community engagement. I manage client events, charitable contributions, and ensure our office consistently delivers a personalized, client-focused experience.

With over 25 years of experience in the financial industry—most of which were spent at Arvest Bank—I bring a deep understanding of relationship-driven service. Prior to being a founding member of SWK, I served as a Senior Private Banking Advisor, where I provided tailored solutions across personal, commercial, and mortgage banking, building lasting relationships with clients.

This has allowed me to leverage my background to connect with individuals and organizations in our community, helping them understand how our team can make a meaningful impact in their financial lives. My experience has equipped me with strong problem-solving abilities and a creative, solutions-oriented mindset.

I am actively involved in several community organizations, including serving on the board of Breakthrough T1D, formerly JDRF—a cause close to my heart since my son was diagnosed with Type 1 Diabetes in 2014. I am a proud graduate of Chamber Fayetteville Leadership Fayetteville Class 27. I serve on the Teen Leadership Committee at Chamber Fayetteville, where I am also a board member and diplomat. Additionally, I participate in WIN NWA (Women in Networking NWA) and Children’s Safety Center of NWA Dream Big Committee.

Outside of work, I enjoy traveling, reading and spending time outdoors with my family. I am married to Roy, and we have two children, Madison and Beau.

“Focusing on the client is the most important and meaningful part of my role. Together with my team, we listen to what matters most to you and offer customized solutions that reflect your values.”