Stephanie is our securities licensed Accounts Manager. She has been with Stewart Financial Group for 16 years and in the industry for 20+ years. She facilitates trading, account maintenance, portfolio rebalances, and other transactions; as well as guides our clients through complex life changes. Steph is your point of contact for investments, withdrawals, and other servicing needs or portfolio questions you may have. Her goal is to ensure that clients are well-educated and provide comprehensive support to reach their financial and personal goals. She is also our Office Manager.
Steph is a former athlete and huge sports fan; hockey, soccer, and baseball. She loves to travel with her husband and their 3 daughters to experience different foods and cultures.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. is not owned or operated by Equitable Advisors, LLC or its affiliates.