Your Financial Advisor, Stephanie Anderson

Growing up with her dad in the financial services industry gave Stephanie a deep respect for achieving and maintaining financial health. She started putting hard work, clear vision, and smart planning to work for her at age 11 when she and her best friend started a business.  Kids Kamp allowed Stephanie to start realizing her financial goals, and so grew her desire to help other’s achieve theirs. Fast forward through college, a financial planning internship, 10 years of business marketing and development and 3 years immersing herself in the financial industry and officially supporting her dad (Financial Consultant) and brother, (CFP) and she’s walking alongside them, as a Financial Advisor, in their family business mission: to help preserve and grow your family’s wealth!


Check the background of this investment professional on FINRA’s BrokerCheck (

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

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