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Stephanie Rossi

Senior Advisor

JNBA Financial Advisors

United States, Minnesota, Minneapolis

About Me

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

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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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