Our Team

Back to Our Advisors

Stephanie Esposito

Wealth Advisor

Throughout her over decade-long tenure at Morgan Stanley & Wells Fargo, Stephanie honed her skills in managing accounts, addressing client issues, and utilizing financial technology. Her vibrant and cheerful personality made her unafraid of new challenges, and she inspired everyone around her.

Stephanie demonstrated her exceptional leadership and management abilities while spearheading ‘Heal Team 6,’ a non-profit organization dedicated to raising funds for smaller charities that needed resources and connections to secure substantial donations. In addition to her valuable experience, she holds a BA in Business from Lake Forest College.

Aside from her professional life, Stephanie has a number of passions. She adores her dogs, Cooper the Maltese and McKenna the Yorkie. She is also a dedicated fan of country music, frequently making trips to Nashville. Additionally, Stephanie has a deep love for the holidays and embraces the Christmas spirit year-round. During the festive season, she enjoys activities such as visiting apple orchards, constructing gingerbread houses, and going on adventurous ski trips with her friends.

Ready To Talk About Your Future?

Let's work up a plan.