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.

Related Resources

Business Owners: Start Planning Now for the Sale of Your Business
Successful business owners are well aware of the importance of good time management. Daily schedules that run like clock-work are...
Read more.
A Deeper Dive: Return Potential of Rebalancing
In a nutshell: Portfolio rebalancing is often thought of and presented to clients as a means for managing risk in...
Read more.
On the Horizon: Climbing a Wall of Worry, Again | First Quarter 2019
In a nutshell: Investors always have a laundry list of market related concerns, but there are a few dominant issues...
Read more.
Market Recap: Strong First Quarter Recovery | First Quarter 2019
In a nutshell: Market segments and strategies that experienced the sharpest declines at the end of 2018 saw the largest...
Read more.
Market Outlook: Market Rally Reduces Return Outlook | First Quarter 2019
In a nutshell:   Investors have understandably enjoyed the stock market rebound this past quarter and positive returns in bonds;...
Read more.