Stephanie joined MONECO Advisors in November 2020. She previously worked as a Financial Advisor Associate, where she assisted with trading, financial planning, investment management decisions, and client communications. Stephanie attended Quinnipiac University, where she majored in Finance and minored in Computer Information Systems while competing as a member of Quinnipiac’s Acrobatics and Tumbling team. After being drawn to financial planning and building plans with clients, Stephanie began the CFP® certification process. She is now a CFP® and passed the examination in November 2019. She holds her Series 65 license through MONECO Advisors. Stephanie resides in New Haven and enjoys volunteering as a reading tutor for the Literacy Volunteers of Greater New Haven.
Get to Know Stephanie...
Favorite thing to do outside of work: Cooking, yoga, running, and spending time with family and friends
What I enjoy most about what I do: Getting to know clients better and building relationships with them
Favorite:
Quotation: "I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." - Maya Angelou
Vacation: Newport
TV Show: Scandal or Billions
Music: Pop
Sports Team: Quinnipiac Bobcats and the Washington Nationals