As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help you develop a complete, tailored strategy to help you achieve your financial goals.
I joined Edward Jones as a financial advisor in 2009, taking over the firm's Destin branch in 2010. Prior to joining the firm, I worked as a research analyst for the Whitney Group in New York, NY, a consultant for BrainStore in Biel, Switzerland and a prefecture advisor in Hiroshima, Japan.
I earned a master's degree from Columbia University in New York and a bachelor's degree with honors from the University of California, Davis. In addition, I received the AAMS® accreditation in 2012.
My husband, Steven, and I have three children, Sloane, Caleb and Luke. As an active member of the Emerald Coast community, I participate in many community-based service projects with the Destin Rotary Club, Estate Planning Council of the Emerald Coast and Destin Chamber of Commerce. I am a proud member of IMPACT 100 of Northwest Florida and also enjoy sponsoring and rooting my children's sports teams along the sidelines.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track and determine when adjustments need to be made. Throughout it all, my team is dedicated to providing you highly personalized client service.
My Personal Interests
- Scuba Diving
- Spending Time with Family
Phone NumberStephanie R Duffield at (850) 650-2616
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