CoverProfile

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

View more

Profile Information

Senior Advisor

JNBA Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

Sep 28, 2024

More profiles to browse

JF
John Foster
Senior Advisor, Investment Strategist
Profile Photo
Kim Brown
President
Profile Photo
Patrick Moyneur
Senior Advisor – Director of Advisory Services
MB
Michael Bilotta
Senior Advisor - Investment Strategist

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation