About

Stephanie is CEO and Founder of WIRED ADVISOR™, a turn-key Social Media Marketing and Blogging Solution for financial advisors, financial services firms, and strategic partners to help them understand, navigate and capitalize on the dramatic, unstoppable shift to new media marketing and communications in financial services.

Stephanie spent a total of 15 years in the financial services industry at two of the largest global wirehouse firms and served as a Financial Advisor, Branch Manager, and most recently as Regional Sales Manager for Merrill Lynch in Dallas, Texas.  Her primary responsibilities were coaching and training financial advisors on how to develop and implement strategies around personal branding, niche marketing, business growth and profitability.  Stephanie also served as a financial advisor to high net worth clients and wore both manager and advisor hats for her entire 15 years of service.

Stephanie’s Experience and Areas of Expertise:

• Experienced Branch Manager, Regional Sales and Marketing Manager at two major global wirehouse firms
• 15 Year Financial Advisor/Wealth Manager (VP Level) and CFP®
• Social Media Marketing and Blogging Strategist in Financial Services
• Angel Investor – Member of North Texas Angel Network

To contact Stephanie about specific projects or consulting opportunities send an email to stephanie at wiredadvisor.com or visit Wired Advisor-a Turnkey Social Media and Blogging Solution for financial advisors and financial services firms to learn more.

Stephanie lives with her family in Dallas, Texas and spends much of her time at their second home in the beautiful Breckenridge, Colorado!  Her Interests include: social media, technology, marketing, investing/portfolio management, angel investing,  mountain biking, snowboarding, golf, travel, wine, and music.