"I find joy in the details and am dedicated to ensuring our clients' satisfaction. Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals."
Stephanie Michael is a Client Service Representative at Mission Wealth in the Scottsdale, Arizona area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Stephanie's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Stephanie plays a vital role in the success of Mission Wealth.
Learn About Stephanie Michael
Stephanie has over 15 years of experience in the financial services industry working with independent financial planning firms. Her expertise encompasses practice support, management and client services making her a versatile and valuable member of any team.
Stephanie, who resides in Mesa, Arizona, is passionate about sewing, golfing, and exploring the state's scenic hiking trails. She relishes in traveling to experience new cultures and places. Most importantly, she cherishes the moments spent with friends and family.
Stephanie volunteers during her free time to Paz De Christo, a local nonprofit that helps those struggling with homelessness, poverty and hunger.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
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About Mission WealthMission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.