Cfp® Stephanie D'Ippolito

Stephanie d'Ippolito, CFP®, has a diverse work experience in the financial industry. Stephanie is currently a Managing Director of Financial Planning at Freestone Capital Management since May 2021. In this role, they focus on simplifying the complexities of wealth and operates as a fiduciary on behalf of clients, developing customized wealth plans incorporating estate and trust planning, tax planning, business succession planning, and philanthropic planning.

From 2017 to 2021, Stephanie was the Director of Financial Planning at Freestone Capital Management, where they provided financial planning services and investment management assistance to clients. Stephanie was also a member of the firm's Financial Planning Committee, which established standardized processes for financial planning relationships.

Prior to that, Stephanie worked at Bronfman Rothschild from 2012 to 2017. Stephanie served as an Advisor in the Milwaukee office, offering holistic wealth management solutions for clients, including retirement, education, and business succession planning. Stephanie was also a member of the Financial Planning Committee at the firm, contributing to the development of best practices for financial planning.

Stephanie began their career at Robert W. Baird & Co. in 2008, where they held various roles. Stephanie started as an Executive Administrative Assistant, providing support to a top executive. Stephanie also served as an FA Recruiting & Transition Specialist, assisting in the recruitment and onboarding of financial advisors. Additionally, Stephanie worked as a Registered Client Relationship Associate in the North Shore office, managing client accounts and assisting with financial planning.

Before joining Baird, Stephanie was a Financial Associate at A.G. Edwards & Sons, Inc. from 2006 to 2008. In this role, they supported two financial consultants and handled client accounts and paperwork.

Stephanie's earliest work experience was as a Legal Assistant at Gray & Associates, LLP from 2004 to 2006.

Overall, Stephanie d'Ippolito, CFP®, has a strong background in financial planning, investment management, and client relationship management. Stephanie has worked for reputable firms and held progressively responsible positions throughout their career.

Stephanie d'Ippolito, CFP®, obtained a Certificate in Financial Planning from DePaul University in the year 2010. Prior to that, they earned Intermediate & Advanced Certificates from Wine & Spirit Education Trust from 2007 to 2008. In 1999, Stephanie completed their Bachelor of Arts degree in Criminology and French at Indiana University of Pennsylvania. In addition, they hold the certification of CERTIFIED FINANCIAL PLANNER™ Professional obtained from CFP Board of Standards, Inc. in September 2010.