Vice President – Private Client Advisor

Stephanie leads our focused effort to ensure clients are on track to meet their financial goals. She brings a background in psychology and education as the foundation for her advisor-client partnerships. Stephanie graduated magna cum laude from Villanova University and in 2024 was honored as a ‘Top Women Wealth Advisor Best-In-State’ by Forbes/SHOOK Research. After graduation, she directed educational programs with the Boys & Girls Club of Greenwich before transitioning into finance. Leveraging her prior financial experience working with institutional investors, Stephanie implements best practices for NorthCoast clients.

Contact Stephanie – sodonnell@northcoastam.com