Stephanie brings over seven years of experience in the Banking and Insurance industries to her role as Relationship Manager with Synergy Wealth Strategies. As a Consumer Banker, Stephanie was responsible for ensuring that clients were aware and taking advantage of the programs and services being offered that would be most beneficial to their individual situations. It is these skills that help Stephanie ensure that Synergy clients are receiving the highest levels of service.
Stephanie holds a New York State Life Insurance Agents license and is studying for additional designations. Stephanie is a graduate of Smithtown High School and is currently pursuing a Bachelors Degree.
Stephanie currently lives in Lake Grove.