Stephanie is an Associate Advisor at Frederick Wells Advisors. 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 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, Life, Accident and Health Insurance licenses, and is a notary public. Stephanie values education and advancement and is expanding 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 15+ years with her husband, Neil and their rescued kitty Cordelia. 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.