Stephanie began her career in the financial services industry in 1992 and joined RBC Wealth Management in 1999. She has been an integral part of Steve Drake’s team since 1998.
Stephanie holds the Series 7, 63 and 65 licenses, as well as life insurance license. She is well versed in various aspects of the business and her focus is on client and account management responsibilities. She also works directly with our fixed income traders and portfolio managers to stay abreast on current issues that affect our clients. She also works on research and preparing wealth management plans. Stephanie is the 2010 and 2012 recipient of the RBC Award of Excellence. She believes the key to the group’s success is their product knowledge and dedication to high quality client service.
Stephanie is a graduate from University of Central Oklahoma where she earned a Bachelor of Business Administration degree with a major in Finance.
Stephanie resides in Katy, TX with her husband and two sons. She enjoys spending her free time with her family and friends and enjoys cooking, traveling and watching sports.
