VP of Transitions
Corporate Headquarters- Port Jefferson
Stephanie joined the Coastline team in August 2015. She brings over 14 years of experience in the financial industry with expertise in compliance and retirement planning. As the VP of Transitions, Stephanie is responsible for providing exceptional client service, ensuring all administrative operations run smoothly, answering any questions clients may have regarding their accounts and overseeing transitions from beginning to end. The firm’s client relationships are her primary concern.
From a phone call to connecting in person at events, Stephanie is focused on building relationships with clients that go much deeper than account or financial information. When not helping people with their finances, she loves crafting, baking and being one busy mom.