I have great attention to detail and I am passionate about the client experience.
Stephanie Durham places a premium on providing an exemplary client experience. With a long background in advisory and estate processing services, Stephanie knows what her clients need without them having to say a word. She supports and advocates for her clients as if their goals are her own.
With nearly 20 years of industry experience, Stephanie is more than able to assist clients with whatever they may need, finding solutions and answers to all of their questions and concerns. With her strong expertise, she is the team’s go-to person for all estate trust operations questions.
She is currently working towards her FINRA series 65. Her professional goals include sitting for additional FINRA exams, and continually growing and staying abreast of the industry.
Stephanie lives in North Phoenix with her two children. She enjoys spending time with her kids exploring nature, baking, and watching them play soccer.