Stephanie focuses on clients: improving the client experience, refining how we deliver advice, and enhancing client communications. She also works directly with many clients, building lasting relationships by providing advice and insight to help them achieve financial goals. Stephanie has over 23 years’ investment industry experience, and has the series 65 Investment Adviser Representative exam. Prior to joining Signet in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs. She is Pack Leader for Broward County Humane Society, and involved with charities including Foster for Paws for You and Toys for Tots.