About

Stephanie Farella is a Vice President for Jefferies Private Wealth Management group and works as the group’s Senior Financial Planner. Prior to joining Jefferies, Stephanie worked as a financial planner for a RIA where she was able to put her planning skills to work. She also worked as a financial advisor at a large broker dealer where she learned the importance of tying the financial and emotional needs of a client together to deliver the best client experience possible. Her work focused on business development with private business owners and finding specialized solutions that balanced their need for insurance, succession and personal financial planning while being especially tax sensitive. She uses the knowledge and insight she has gained through becoming a CERTIFIED FINANCIAL PLANNER™ and applies it to every aspect of how she works with clients and advisors. Stephanie provides comprehensive financial planning and investment management capabilities aimed at addressing the many complexities of clients’ financial lives. She works alongside her clients to assist them in building a strategic plan to achieve their financial goals. Stephanie earned a B.B.A. in Marketing and Merchandising from LIM College which shaped her to think about each client as their own personal brand with a story to tell and a legacy to leave. She keeps this in mind as she tailors her   approach to fit each client’s unique situation and personality. Stephanie is passionate about financial literacy and helping others understand how to make their money work best for them.