Your Team
Stephanie Platt
Client Services
Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of Business Administration in Finance and Economics. Shortly after graduation, she accepted a position at Dean Witter Reynolds, assisting several top producers with operations and marketing. In spring of 1995, she was recruited by Vestax Corporation, a small Broker/Dealer, where she headed up their product division concentrating on Mutual Funds and Variable Annuities. Stephanie obtained her Series 7 in January 1997.
Stephanie went on to hold positions as Regional Sales Manager of an insurance marketing organization as well as Director of Sales and Product Development for a mid-size Broker Dealer. In April 2007, she started Financial Services Outsourcing Solutions, Inc., which specializes in assisting Registered Investment Advisors with their back-office operations.
Stephanie is an Ohio native and continues to live in NE Ohio with her husband David. They have three children and one grandchild. In her free time, she enjoys camping, quilting and embroidery, and reading.
