With over 30 years of experience in the wealth management industry, I have the knowledge and passion valuable in developing, implementing, and monitoring customized financial solutions through client-centered service. As a Senior Advisor at JNBA Financial Advisors, I enjoy building relationships with clients and helping them to achieve their unique goals and objectives ranging from retirement aspirations to creating a legacy for following generations. I’m a previous member of TD Ameritrade’s Advisor Panel and have extensive experience in all areas of financial planning including Social Security filing strategies, investment management, estate planning review, tax planning strategies, and
Stephanie Rossi
Senior Advisor
JNBA Financial Advisors
United States, Minnesota, Minneapolis
About Me
Profile Information
Senior Advisor
JNBA Financial Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Sep 28, 2024
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