Stephanie is the Operations Manager at Frederick Wells Advisors. She oversees the smooth functioning of the office with overall responsibility for day-to-day operations. Stephanie joined the team in September 2022 after previously working in the industry as a licensed administrator within LPL and Stratos Wealth Partners. With 10 years of client service experience and 6 years of financial planning operations management, Stephanie is essential in maintaining the consistent practice of a growing wealth management firm. She believes financial planning should be collaborative and relationship oriented, as every client has unique goals and circumstances. This aligns with the firm’s commitment to a comprehensive, relationship-based financial planning process that integrates services critical to achieving clients’ financial goals.
Stephanie graduated from Marietta College with her B.A. in Advertising and Public Relations, Radio and Television Broadcasting, with a minor in Journalism, and a concentration in Gender Studies. She holds the Series 7 and Series 66 licenses held through LPL Financial and Stratos Wealth Partners, and is a notary public. Stephanie values education and advancement and will continue to expand her knowledge and professional development with appropriate designations/certifications that best suit clients and the team.
Growing up in northeastern Ohio and spending some time in Kentucky and Tennessee after college graduation, Stephanie has now lived in Pennsylvania for 12+ years with her husband, Neil and their three rescue animals, Chester, Cordelia, and Eva. While not at the office, she enjoys spending time with her family, friends, and neighbors, spoiling her nephew and two nieces, traveling, reading, attending the theater, and crocheting.