Stefani Masry

Stefani Masry is a Managing Director and Senior Financial Advisor currently at UBS, having transitioned from a long tenure at Merrill Lynch Wealth Management where they served since 1997. Co-founding GKB & Associates in 2007, Stefani has focused on empowering clients, particularly women and underserved communities, through personalized financial guidance. They are passionate about fostering client relationships that prioritize understanding and long-term success. Stefani holds a Bachelor's Degree from Lafayette College, earned in 1997, and has actively contributed to mentorship programs, including the Merrill Women's Mentoring Program.