Before joining ShorePoint Advisory Group, Stephanie worked at Commonwealth Financial Network. During her time at Commonwealth, she was fortunate to work alongside advisors and support them through various business transitions. While at ShorePoint Advisory Group, Stephanie works to improve the efficiency of the firm’s daily operations to ensure clients receive consistent, exceptional customer service.
Stephanie lives in Walpole, MA, with her husband Jamie and their three children. In her free time, she enjoys working out, watching sports, spending time with her family, and relaxing on the shores of Lake Winnipesaukee.
Professional Designations, Registrations, and Licenses
FINRA Series 7 securities registration
FINRA Series 66 (Investment Advisor Representative) securities registration
Education
Merrimack College, North Andover, MA – B.S. Business Management
Northeastern University, Boston, MA – Master of Arts in Teaching, Elementary Education
My superpower would be:
Flight
My favorite reads and podcasts are:
Fearless by Eric Blehm; Red Notice by Bill Browder; The Other Boleyn Girl by Philippa Gregory
My favorite restaurant is:
Delfino - Roslindale, MA
My favorite quote is:
"Things turn out best for those who make the best of the way things turn out.” – John Wooden