Stephanie is a Senior Support Advisor at PRW Wealth Management, LLC. She has over 15 years’ experience in financial services, focused primarily on delivering exceptional service to clients and building strong, lasting relationships. Stephanie’s experience allows her to work closely with both the investment and insurance teams to help deliver comprehensive solutions to clients. Prior to joining PRW, Stephanie worked as a Client Relationship Consultant with TIAA.
Stephanie holds a Chartered Life Underwriter (CLU) designation from The American College. She maintains Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 66 (Uniform Investment Advisor-Combined State Laws) licenses and is also a licensed insurance agent. Stephanie lives in Braintree, MA with her husband Gabe and their two children.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.