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 and managing social media and website content.

When not working, this mother of two grown boys enjoys exploring the Midtown Atlanta restaurant scene with her husband and spending time at Piedmont Park.

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