Stephanie Platt

Stephanie Platt

Client Services Representative

Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses.  She graduated in 1994 with a Bachelor of of Business Administration in Finance and Economics.  Shortly after graduation, she accepted a position at Dean Witter Reynolds, assisting several top producers with sales and marketing.  In spring of 1995, she was recruited by Vestax Corporation, a small Broker/Dealer, where she headed up their product division concentrating on Mutual Funds and Variable Annuities.  Stephanie obtained her Series 7 in January 1997.

In March 1997, she was presented with the opportunity to help develop a new RIA Corporation that focused on specific money management strategies for registered representatives to use with their clients.  Once the securities department was fully functional, she transitioned into the retirement plans area, helping to develop a group annuity platform through ING Reliastar for use with 401k and 401a plans.

Stephanie went on to hold positions as a Regional Sales Manager of an insurance marketing organization as well as Director of Sales and Product Development for a mid-size Broker Dealer.  In April 2007, she started Financial Services Outsourcing Solutions, Inc. which specializes in assisting Registered Investment Advisors with their back-office operations.

Stephanie is an Ohio native and continues to live in NE Ohio with her husband David.  They have three children, Kaelyn (33), Haleigh (23) and Gabriel (18).  She enjoys camping with her family, quilting and embroidery and reading.

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