Stephanie Platt

Client Services

Stephanie Platt provides valuable administrative support for Pearl Wealth.  

She has over 25 years of financial services experience, working for companies including Prudential Insurance, Vestax Corporation, and Dean Witter Reynolds in a variety of sales, marketing, and product development positions. Passionate about helping Registered Investment Advisors succeed, Stephanie founded Financial Services Outsourcing Solutions, LLC in April 2007.

Stephanie earned a Bachelor of Business Administration in Finance and Economics from Kent State University and is a life long learner.   Because of her diverse work experience, Stephanie demonstrates extraordinary expertise and understanding of the specific details required for a successful financial services operation.  Pearl Wealth is fortunate to have Stephanie on our team.

Stephanie resides in Ohio with her husband David and has 2 children, Haleigh 22 and Gabriel 17. He daughter, Kaelyn, is expecting her first child. Stephanie’s first grandchild, in March 2021.  She enjoys camping with her family, quilting and embroidery, reading and gardening.