Client Services Manager
Phone: (617) 745-0900 x110
Fax: (617) 745-0910
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.