Stephanie Bailey

Stephanie Bailey has been a part of the financial industry for close to 30 years after having a teaching career. She holds a MRFC designation, Series 7, 66, 24, and 51 licenses, along with her Life, Health, Long-Term Care, and Medicare license. While managing her client's accounts, she knows customer service is a top priority.  "We don't work with dollars only people!"  Treating others as you would want to be treated, is important in work and life. Her top priority is to remind clients that investing requires a long-term commitment and a team in your corner. You just have to start. Stephanie's goal as a fiduciary is to provide premium financial services on an individualized basis. 

As a native of Charlotte, Stephanie is a graduate of Queens University. She spends her free time at sporting events, specifically Tennessee Football and Atlanta Braves, watching her youngest son play baseball, traveling, and spending quality time with her husband, sons, and daughter-in-law.