Stephanie Knapp

Stephanie Knapp is a dedicated Financial Administrator with over 13 years of experience in the financial services industry with Cornerstone Wealth Strategies, specializing in client service. Stephanie holds Series 6 and 63 professional designations, reflecting her commitment to knowledge, expertise and excellence to our team and the clients we serve. She draws from her past role in the banking sector for over 30 years. 

Professional Expertise

Renowned for her exceptional listening skills and problem-solving abilities, Stephanie is highly valued by clients for her personalized approach and deep knowledge. As a skilled trainer, she has a proven track record of empowering teams and fostering a client-focused environment. Her ability to support the resolution of complex financial needs with clarity and care has earned her a reputation as a trusted team member.

Personal Interests

Beyond her professional achievements, Stephanie is passionate about reading and enjoys a rich personal life. Married for 47 years, she is a proud mother of four grown children and grandmother to seven. Her personal interests include watching baseball, traveling to the northeastern United States, attending church, and spending quality time with family and friends.

Community Engagement

Stephanie is also actively involved in her community through her neighborhood association, where she contributes to local initiatives and fosters a sense of connection. Her love for books fuels her curiosity, complementing her professional dedication to lifelong learning and client service.