Stephanie Forbes

A seasoned banking professional with 20 years’ experience within the securities market, accountable for consulting clients with current market updates and sales strategies. Stephanie is a collaborative team player who promotes a dynamic environment, while incorporating the mission and ideas of the company. Her focus on strategy, relationship and client centricity have proven successful track records and is held in high regard among peers.

Stephanie is a true patriot with an extensive military family. She has served on many boards and is excited to help support the military spouse community.

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