Stephanie joined Raymond James in 2000 and is responsible for all aspects of our team’s client liaison and personal service, coordinating client interactions, and recording and scheduling all communication and portfolio reviews.

Much of the team’s portfolio management relies on the production of individualized spreadsheets and their accompanying performance charts. This makes up the lion’s share of Stephanie’s workload.

Her superior interpersonal skills make Stephanie a true asset to the team and a pleasure to deal with.

She and Peter have three children. Paula, a practicing midwife, Helen, a social worker and James, who is a partner of the team at Raymond James.

Outside of work, Stephanie enjoys music, yoga, reading and travel.