Stephanie leverages her 13 years of financial industry experience to help a broad range of clients, but specializes in helping women and the younger generations prepare for their future.
She started her career at UBS Financial Services in their Private Wealth Management office helping to select investments for clients. Afterwards she joined the New York Life Insurance Company where she started in sales and progressed to becoming Head of Product Strategy for Eagle Strategies, LLC., the Registered Investment Advisor (RIA) of New York Life. Before joining Park Avenue Financial Advisors, LLC., she was Head of Global Liquidity and Fixed Income Investment Marketing at Morgan Stanley Investment Management.
Stephanie holds a B.S. in Finance and Marketing from New York University’s Leonard N. Stern School of Business with a Certificate in Entertainment, Media and Technology. Her professional credentials include Series 7 and Series 63 registrations. She has also passed Level II of the Chartered Financial Analyst (CFA)® program.
When not serving her clients, she is engaged in a diverse variety of hobbies from NFL football to taking classes in fashion design at FIT. She also enjoys traveling with her husband.