Stephanie Roberts
Vice President, Financial Advisor
CFP®
Contact Stephanie
Team Office
Stephanie’s Locations
Bellevue, WA 98004 (425) 827-6236
About Stephanie
Stephanie brings a strong blend of operational knowledge, regulatory expertise, and client focused financial planning to her role. Stephanie is dedicated to helping clients understand their options, make informed decisions, and build confidence in their financial futures.
Stephanie began her career in 2014 at a Registered Investment Advisory firm, eventually becoming Chief Operations and Compliance Officer, where she gained deep insight into the systems and standards behind effective planning. In 2019, she transitioned fully into client work and discovered her passion for partnering with clients to reach their goals.
Originally from the Oregon coast, Stephanie has lived in Seattle since 2012. Outside of work, she loves photography, gardening, reading, and creating mixed media art. She also enjoys spending time with friends and family and is always looking for new opportunities to learn and explore.
Education
- BSBA, Capella University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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