As Administrative Director and the newest member to the Pickler Wealth Advisors team, Stephanie joins the firm after spending an impressive 25 years in the financial industry. Stephanie has quickly become a member of the PWA family. She is the primary contact for new clients during their transition to Pickler Wealth Advisors. Stephanie’s valuable role at PWA involves a wide variety of responsibilities including but not limited to client cashiering items and trading as well as opening and maintaining client accounts.

Stephanie came to PWA from her longtime home at UBS where she began as a college intern in the operations area. She has known PWA President and CEO David Pickler and Administrative Director Wendy Harris for over 20 years. Stephanie is a graduate of the University of Memphis with a degree in Business Administration – Management and is Series 7 and 63 licensed.

Stephanie lives in Cordova with her son Michael, 18, a senior at First Assembly Christian School. In her spare time, Stephanie loves to needlepoint and play with her three cats – Sputnik, Sweetie and Jasper, and one dog Sophie.