As a Client Service Associate, Stephanie’s goal is to enhance the overall experience of clients by using her over 20 years of banking knowledge to provide excellent customer service. She works closely with our Financial Consultants and operations department on a daily basis. Stephanie is fluent in Portuguese, holds a MA Health and Life Insurance license and was previously employed by Webster Investment Services for 22 years. She resides in Fall River, MA with her husband and daughter and enjoys traveling, soccer and reading.
