I am committed to building positive long-term relationships with our clients. It’s an honor that they trust our team to address their goals and support their dreams throughout the seasons of their life.
I started my career in bank retail branches and back offices at First Union and then Wells Fargo Advisors, where I received a hands-on education in financial services operations. Ten years ago, I shifted to a client-facing role that makes the most of my interpersonal skills and back-office experience.
At &Partners, I bring a deep understanding of how clients navigate their financial lives. I am adept at listening to the many ways they express what they need, and I support the team in its effort to build customized solutions. I am delighted to continue this work with our clients at &Partners and share in our team’s dedication to stellar service and comprehensive advice.
About Stephanie:
A.S., Centura College
Stephanie lives in Prince George, Virginia.
