Stephanie helps to deliver the best client experience possible. Personable, intelligent and beyond her years, she has an innate ability to have meaningful, relationship-building conversations with clients. Stephanie greatly enjoys working with the NextGen team and has been doing so since May, 2016.
“The way the financial services industry is changing, individual financial advisors are no longer just that, they are more like life coaches,” she said. “And we want to help deliver the best client experience possible.”
A finance degree graduate of Arizona State University, Barrett the Honors College, and W.P. Carey School of Business. Stephanie was Kappa Alpha Theta finance committee member, and Greek Week team leader and coordinator.
Stephanie volunteers for Relay for Life, Feed My Starving Children and Voices for Court Appointed Special Advocates (CASA) on a regular basis.
Originally from Bartlett, Illinois, Stephanie lives in Tempe. She enjoys hiking, painting, reading and traveling.
Raymond James is not affiliated with the above organizations and/or charitable causes.