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 is also actively involved in the execution of the firm’s marketing plan which includes serving as event coordinator for 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.

Related Resources

On the Horizon: 7 Focus Areas | Second Quarter 2018
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets.
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Market Recap – Volatility Settles Down | Second Quarter 2018
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility
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Market Recap – The Return of Volatility | First Quarter 2018
The first quarter of 2018 was a good reminder of just how quickly change can occur in the investing world.
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Summary: First Quarter 2018
During periods of uncertainty it is important to not get caught up in the daily barrage of headlines and tweets.
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A Deeper Dive – The Impact of Rising Interest Rates | 1st Quarter 2018
The Federal Reserve has made it clear that they are finally on a path to “normalizing” rates.
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