Stephanie Watson

I studied Theatre and English at the University of Florida before following my heart and moving to New York City in August of 2019. If you'd asked me what I wanted to do in the city, "financial planner" would have been nowhere on my list.

I obviously didn't have a traditional introduction to the world of financial planning. I believe this is a strength I leverage to help my clients better understand the often unnecessarily jargon-heavy language in this industry. My goal is to simplify and make difficult topics easy to understand.

Northwestern Mutual Park Ave hired me in 2019 as their receptionist. I quickly found a love and appreciation of financial planning, which only grew when they promoted me to the back office to help open accounts and run financial plans for veteran advisors. I was on the financial planning team for two years before I decided to strike out on my own as a financial advisor.

I found a passion for helping women grow wealth and gain confidence, and I've spent the last three years doing just that. I've been honored and humbled to have the chance to help fill the wealth gap that has held women back for centuries. I'm proud to say that my practice is a judgment-free, jargon-free, empathetic safe space for some truly amazing women as they build generational wealth and a life they love.

If you want to take control of your financial future, I'm your girl. I'd love to chat and see if my team and I can be a resource to you as you build the life of your dreams!

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.