Stephanie Sterling, AIF®, AWMA®, FPQPTM, EA
Wealth Manager
Stephanie holds FINRA series 6,7, and 63 registrations with LPL Financial, 66 registration with both Stratos Wealth Partners and LPL Financial, is an Accredited Investment Fiduciary®, Chartered Financial Consultant®, and an Enrolled Agent. She has worked in the financial industry since 2001.
Her experience in transition work allows her to guide clients through life changing events; from a working career to retirement, from married to divorced, or dealing with a spouse with a terminal illness, her empathy, compassion and understanding is invaluable for clients dealing with these life changes.
As an Enrolled Agent (federally authorized tax practitioner), she is able to work closely with her clients, combining financial decisions with tax efficient planning strategies.