One of the most rewarding experiences of my profession is watching my client's eyes light up as they realize that they are able to embark on a retirement full of bucket list trips, send their loved ones to college debt free or leave a robust legacy behind to the individuals, charities and institutions that they care most about.
As a financial advisor, I take great pride in building a deep, trusting relationship with each client while helping to simplify and organize every aspect of their financial lives. Using a holistic approach, my primary objective is to understand what is most important to you and in turn, build a personalized, tailored strategy to assist you in achieving and protecting your most desired goals.
I began my career as a Prefecture Advisor in Hiroshima, Japan and then as a Consultant in Biel, Switzerland. After four years of working abroad, I returned to the US to earn a master's degree from Columbia University. I started my financial career as a Research Analyst for the Whitney Group in New York, NY and joined Edward Jones as a financial advisor after moving to Florida in 2008. I am an active member of the Estate Planning Council of the Emerald Coast, IMPACT 100 of Northwest Florida and the Destin Chamber of Commerce.
I listen, care and wholeheartedly commit myself to helping my clients achieve their personal definition of financial success. My clients often come to me during times of transition, such as retirement, divorce, the passing of a loved one or receipt of an inheritance. I enjoy the challenge of developing complex, high net worth plans for individuals, business owners and families alike, which often requires partnering with CPAs and attorneys. Licensed in 35 states, I serve clients and their loved ones nationwide.
In 2022, I received an invitation to attend Barron's Top Women Advisors Summit. I have also been instrumental in the growth, health and leadership development of other female financial advisors at Edward Jones by serving in my area's WINGS role for three consecutive years.
My husband, Steven, and I have three children, Sloane, Caleb and Luke. As a family, we are deeply passionate about fitness, travel and creating magical memories together.
My dedicated team and I pride ourselves on providing superior client service. We welcome the opportunity to connect with you to learn how we may be of assistance.
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberStephanie R Duffield at (850) 650-2616
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