Stephanie B. Walsh, CFP®

Private Advisor, Vice President

Stephanie has more than 15 years of client management experience, financial planning, estate and wealth transfers with clients. She oversees the day-to-day operations of the team to ensure the client experience is excellent.  Stephanie obtained FINRA Registrations Series 7, Series 63, and Series 65. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by Certified Financial Planner Board of Standards, Inc She has earned a BA in Business Administration with an emphasis in Finance.