Catagory: Wealth Management
Certified Financial Advisor Stephanie is a Wealth Advisor of Provence Wealth Management Group with investment securities offered through LPL Financial, the largest independent broker/dealer in the nation (as reported by Financial Planning Magazine, June 1996-2020 based on total revenue). Stephanie provides comprehensive financial planning for her clients and works with them to understand their financial goals and concerns, so she can develop a personalized investment strategy to meet those needs.
She focuses on analyzing and integrating income, expenses, tax status, financial objectives and risk tolerance to provide an inclusive and accurate assessment of the client’s financial health. Stephanie holds her FINRA Series 7 with LPL Financial and Series 66 with Provence Wealth Management Group as a securities agent and investment advisor.
Company: Provence Wealth Management