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.
Previously, Stephanie worked in client service and operations for a couple of local independent registered investment advisory firms. 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. She has obtained her FINRA Series 63 and 65.
Stephanie currently lives in San Diego with her husband and daughters. In her free time, she loves wake surfing in Lake Tahoe, snorkeling in Maui, and exploring the culinary scene in Valle de Guadalupe, Mexico
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.”