Vice President & Wealth Strategist
Stephanie is a second-generation financial advisor who spent seven years in global corporate marketing strategy and implementation before becoming the Vice President of Boston 128 Companies. Stephanie leverages her background to cultivate personal relationships with her clients. Using her experience and knowledge, Stephanie works collaboratively with them to implement strategies which support each of her clients unique and specific financial goals. She prides herself on being a fiduciary and always acting in the client’s best interest.
Stephanie was born and raised in the Boston area. She holds a Bachelor of Arts from the University of North Carolina as well Series 6, 63, and 65 securities registrations. She is also licensed for life insurance, disability income insurance, and long-term care insurance which helps her clients receive the most suitable options available to them.
Stephanie resides in Holly Spring, North Carolina with her four children, Jackson, Cassidy, Isabel, and Jocelyn (plus their beloved dog, Luna). When she is not commuting between Boston and Raleigh, Stephanie can be found attending activities for her children, out for a run, reading on the beach, or spending quality time with friends.