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Stephanie is a valued client service team member. Our clients appreciate her knowledge, responsiveness and supportive approach.
Since 2007, Stephanie has worked with our clients on an individual basis, getting to know them and solidifying their trust in her and in the firm. Her service to clients includes participation in financial planning meetings alongside the investment and financial professionals as well as helping them with day-to-day questions and website content.
Georgia State University
Atlanta, Georgia
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