Stephanie Wilson
Client Service Associate
Stephanie Wilson is a client service associate at Mariner Wealth Advisors. In her role, she coordinates with brokerage firms and internal departments to serve the needs of the firm’s clients. She reviews and completes investment transactions such as additions, distributions and account changes and updates. She also processes new account documents and facilitates the transfer of assets at the beginning of a client’s relationship with the firm.
Stephanie has seven years of experience in the customer service industry. She is currently pursuing a bachelor’s degree in business management from the University of Central Missouri.