Stephanie Jiwa, FPQP®
Client Service Associate
As a Client Service Associate in Wealthspire’s Salisbury, Maryland office, Stephanie supports clients and their advisors with account openings, money movement, account maintenance, asset transfers, retirement rollovers, and other ongoing service needs. Stephanie brings more than 15 years of experience in leadership, operations management, process improvement, and client service. Prior to joining Wealthspire, she held roles with Ross & Company, Aston Black Design & Build, and Contribution Health. Stephanie holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation and is a Maryland Notary Public. She also studied Leadership Foundations and Project Management at Penn State University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
