Stephanie Stone

Stephanie Stone

Financial Advisor

I was born and raised in Beachwood, OH where I have lived all of my life. My greatest achievement so far has been managing to grow and thrive over the past year and a half despite the uncertainty and challenges presented by the coronavirus pandemic. For an extended period of time I was the only administrative assistant physically in our office. My multitasking skills were tested and pushed to the limit, and I am proud to say that I was able to accomplish more than I ever thought I could. I would like to become a financial advisor because over the past five years of working in this industry, I have realized how much potential a financial advisor has to truly help their clients. I have always wanted to help people better their lives and reach their goals, and this seems like a great way to do that.  Outside of work I enjoy spending time with my friends and family, reading, listening to music, and spending time with my pets.