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Stephanie M. BrownVice President, Financial Advisor

  • 3663 North Sam Houston Parkway East
    Suite 620
    Houston, TX 77097
  • 713.660.9605
  • LinkedIn

Stephanie joined CAPTRUST in 2018 and serves as a vice president, financial advisor responsible for providing investment advisory services to high-net-worth individuals and families and the fiduciaries of retirement plans. Prior to joining the firm, Stephanie was a vice president, retirement services at USI Consulting Group, and she has worked in the industry since 2006. Stephanie's unique approach focuses on exceeding expectations and creating better outcomes for her clients. When she is not in the office, Stephanie enjoys volunteering, traveling, quality time with her dog Quincy, hanging out with family, yoga and running.

EDUCATION 

  • Bachelor of Science degree in marketing with a concentration in business from Philadelphia University

MEMBERSHIPS

  • Board member of the Prelude Music Foundation
  • Volunteer at Casa de Esperanza de Los niños

Personal Profile

Hometown:
Yardley, PA
Favorite Book or Movie:
The Alchemist | Wedding Crashers
Ideal Dinner Guest:
J.K. Rowling, Paul Coelho, and Bill Gates
Words to Live By:
"People are capable, at any time in their lives, of doing what they dream of" - Paulo Coelho
Qualities I Admire in People:
Empathetic, honest, and witty