Stephanie Roberts

Stephanie attended Georgia State University and because she has been in Atlanta since she was four, considers herself a “nearly-native.”

As a Senior Client Service Specialist, Stephanie works with our clients on a daily basis, getting to know them and establishing their trust in her and in the firm. Her service to clients runs the gamut from helping with client portal passwords to participation in financial planning meetings with the client and their SHWM team. She particularly enjoys her participation in working on our Women of Meaning programs.

When not working, this mother of two grown boys enjoys exploring the Atlanta restaurant scene with her husband and catching an occasional concert at Chastain Park.

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