Regional Director of Client Development
Stephanie has over 30 years of wealth management and sales experience. Prior to joining Northern Trust in 2005 she sharpened her financial management, sales, and marketing skills at Bank of America, SunTrust Bank and First Florida Bank (Barnett Bank).
She earned her B.A. degree in business management from the University of South Florida.
She's a Senior Vice President and holds the Series 7, 66 and 24 licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP ®) Certificant and a Certified Private Wealth Advisor SM (CPWA ®) Designee.
From a young age Stephanie has been involved in civic activities and her enthusiasm continues for philanthropic pursuits and community involvement. She is an avid reader and enjoys snow skiing.
Stephanie is the Regional Sales and Marketing Leader for the East Region. She works with our teams located in offices from Boston to Miami, as well as our international business practice. Her extensive market sales experience, leadership skills, and banking business acumen will help develop Northern Trust's growth in the East Region's nascent markets and cultivate business in the established markets.
She holds board positions with:
— John Hopkins All Children's Hospital, St. Petersburg, Florida
— University of South Florida, Tampa, Florida
— Conservancy of Southwest Florida, Naples, Florida
— Naples Botanical Gardens, Naples, Florida