As a financial advisor with Edward Jones, I develop solutions-based strategies for my clients that help them achieve their financial goals. I emphasize transparency in the planning process and empower my clients to make the best decisions possible given their situations.
To better serve my clients — and remain their first choice when seeking advice and guidance — I earned my Master of Business Administration (MBA), as well as the Chartered Financial Consultant®, Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ professional designations. This advanced education and training has helped me address a wide range of client needs, especially retirement planning for individuals and businesses.
I relish the opportunity to help change people’s lives in a tangible way. I understand that finances can be intimidating, and I strive to provide an open and approachable atmosphere in which clients can comfortably engage in a purpose-driven wealth planning process. Maryanna Martin, my Branch Office Administrator, is an invaluable member of the team who provides exceptional client service and enthusiastically addresses client needs regarding their accounts. She and her husband, Randy, live in Perkasie, PA, with their teenage sons, Michael and Thomas, and their cat, Wesley.
Outside of the office, I am an active member of my community. I have volunteered with the Lions Club and numerous home and school associations. I am a graduate of Lafayette College and have called the Lehigh Valley home for over 30 years. I am married to my husband, Chris, a pilot with Southwest Airlines. We have one daughter, Addison, who is an active athlete at Perkiomen School. In my free time, I enjoy gardening, running, playing with my dogs and watching my daughter play volleyball.
Whether you are a seasoned investor or are just beginning to plan for your financial future, I invite you to contact my office to learn more about how my team and I can help you reach your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Home Improvement
Phone NumberStephanie Miller at (610) 437-2066
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