FINANCIAL ADVISORS
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.
Out of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISOR™, a turn-key Social Media 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 communications in financial services.
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®
- Consultant to Financial Advisors in New Media Financial Services
- Social Media Expert in Financial Services and New Media Investing
To contact Stephanie about specific projects or consulting opportunities send an email to stephanie at wiredadvisor.com.
