Stephanie Bryan joined Crest Capital Advisors as a Private Wealth Associate in 2019. As a member of the support staff, she works closely with the team to continue to enhance the client service experience.
Stephanie has worked in the banking and wealth management industry since graduating college. Throughout her career in financial services, she has had a focus on providing excellent client service, managing new account on-boarding, creating operational efficiencies, and leading project management and technology utilization initiatives.
Stephanie holds a B.S. in Science from Oregon State University.
Stephanie currently lives in Poway with her husband and daughters. In her free time, she loves wake surfing and boating at the local reservoir, snow skiing in Tahoe, and hiking the neighborhood trails with her Golden Retriever.
Stephanie enjoys working at Crest Capital Advisors because she, “loves the collaborative environment among the team in an effort to drive optimal experiences for our clients. She says she “is excited to leverage new technology and achieve better results for clients and their families.”