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

Market Recap – Economic and Geopolitical Concerns Impact Markets | Fourth Quarter 2018
In a nutshell:  The past year will be remembered as a year in which nearly every major asset class and...
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Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
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Market Outlook – Broad U.S. Markets Remain Relatively Expensive | Third Quarter 2018
Bond valuations and future expectations have improved marginally as yields have crept higher.
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Market Recap – U.S. Leads Global Markets | 3rd Quarter 2018
Despite large gains in U.S. markets, full-year global market returns remained relatively modest.
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