Stephanie Bailey

With over three decades of experience in the financial industry, I strive to  help clients build secure futures through individualized, fiduciary wealth management. My career is deeply rooted in my background as a former teacher, reinforcing my belief that true financial success requires education, patience, and a long-term commitment.

I have an MRFC® designation alongside a comprehensive suite of industry credentials, including Series 7, 66, 24, and 51 licenses held through LPL Financial, as well as Life, Health, Long-Term Care, and Medicare licensing.   This technical expertise equips me to manage complex portfolios while maintaining an unwavering, human-first standard of customer service. My professional motto is simple: "We don't work with dollars, only people."

Core Expertise:

• Individualized Wealth Management & Fiduciary Services
  
  
• Retirement, Health, Long-Term Care, & Medicare Planning
  
  
• Strategic Investment Education

When I am not helping clients take that critical first step toward their financial goals, you can find me traveling, cheering for Tennessee Football and the Atlanta Braves, or spending time with my family in Charlotte.

LET’S CONNECT:

• 🌐 Website: www.hbfinancial.com
• 📩 Email: stephanie@hbfinancial.com
• 📞 Phone: 704-563-6844
• 📠 Fax: 704-563-1571
• 📍 Office Address:4520 Mint Hill Village Lane, Unit 106, Mint Hill, NC 28227