Leveraging their individual strengths and skills, Stephanie and Robert collaborate as a unified resource to help clients achieve their goals across the financial spectrum. Each brings to the table diverse perspective and deep experience across a broad range of financial strategies and situations, from portfolio construction, to retirement planning, to estate investment planning, to assisting clients with managing issues and opportunities specific to their circumstances. With highly regarded designations as Certified Divorce Financial Specialist ® and Accredited Asset Management Specialist ®, this duo is able to further assist clients throughout individual’s life changing events.

The team’s approach is based on the understanding that building and preserving wealth doesn’t happen on its own — it takes hard work, focus and intention to accomplish. They are mindful of the trust clients place in them to help them achieve what is most important in their lives. The team invests great care and attention in the personal and financial well-being of their clients. From being responsive to everyday questions, to improving clients’ financial literacy, to helping them navigate ups and downs in their lives and the market, the team’s style is 100 percent all-in. Their shared goal is giving client’s confidence in their futures and that their finances are in good hands.

Long-time Fort Myers residents, Stephanie and Robert work with clients of all ages and stages, from millennials to retirees, to help them build, manage, protect and transfer their wealth. They are hands-on problem-solvers who thrive on the challenge of creating innovative strategies that aim to best serve their clients’ needs today and tomorrow. Known for their high standards of integrity and personalized service, the team’s core values are compassion, connection and communication.

Stephanie’s diverse financial background, more than 10 years in the financial industry and upbringing as a global citizen all give her knowledge and perspective she leverages to help her clients every day. She takes pride in her unbiased, open-minded approach to providing clients with comprehensive advice and guidance, and in her ability to quickly build relationships and rapport with a mix of clients at all ages and stages of life. No matter who they are or when they start, Stephanie’s priority is to help clients manage their financial futures with the goals of living well and retiring comfortably.

Stephanie works with individuals, business owners, retirees and growing families to help them build a strong investment plan based on their own personal goals and level of risk tolerance. She specializes in working with women, including widows and divorcees, helping female clients strengthen their financial literacy and navigate and thrive in circumstances specific to their situations. Stephanie is a Certified Divorce Financial Analyst® helping couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short – and long-term financial planning. She is known for her can-do attitude, glass-half-full outlook and for always striving to put her clients first.

Born in New Jersey, Stephanie spent her childhood in Germany and France, where her parents are from, and permanently moved to Florida when she was 10. She and her husband live in Fort Myers with their two young sons. A global citizen with three citizenships, she is also fluent in French and German. Stephanie stays active in her community helping advance financial literacy and supporting women’s causes. An avid world traveler, she has visited more than 50 countries. In her spare time she enjoys yoga, tennis and spending time with her family at the beach or on the water.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Education:
Florida Gulf Coast University, B.S. Business Management & Marketing
Unitec University, Auckland, New Zealand

Professional:
Wells Fargo Bank 2010–2015
Wells Fargo Advisors 2015–present

Credentials:
Series 7, 66 and 215 registered, CDFA®

For nearly 30 years Robert has been committed to putting his clients’ wealth to work for them, striving to give them the ability to reap the rewards of their hard work so they can live their best lives. He believes in working with clients as if he himself was on the other side of the table. As an advisor, Robert carefully considers each client’s unique goals and priorities as well as risk tolerance, tax efficiency¹, family dynamics, and legacy and philanthropic aspirations. He takes pride in being a trusted advisor on whom his clients rely for sound advice, constancy and compassion through the ups and downs of their lives.

Robert works with high net worth individuals, retirees, business owners and multiple generations of families. He strategically focuses planning around long-term objectives and helps prepare for future unknowns. Robert specializes in legacy and estate investment planning, and collaborates with clients’ attorneys and CPAs to help ensure all are aligned to a common goal. Robert is an Accredited Asset Management Specialist^SM and has been recognized as a Wells Fargo Advisors Premier Advisor² every year from 2015 to 2022. Known as a thoughtful and devoted advisor, he is passionate about making an impact on his clients’ futures.

Raised in Fort Myers, Robert is active in his community and focuses his efforts on local education and his church. He is a long-time supporter of The Foundation for Lee County Public Schools and a former board member of Bishop Verot Catholic High. He and his wife have three adult children. In his spare time he enjoys boating, taking family vacations, home remodeling and being a doting grandfather.

 

1) Wells Fargo Advisors is not a legal or tax advisor.

2) The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Education:
University of South Florida, B.B.A.

Professional:
Nations Securities/Bank of America 1994–2009
Wells Fargo Advisors 2009–present

Credentials:
Accredited Asset Management SpecialistSM