Stephanie Garlock

Stephanie Garlock

Jr. Planner, Executive Assistant

Phone: (315) 697-4032
Fax: (315) 697-4031
E-mail:
 

As a Jr. Planner, Stephanie is responsible for educating clients on the value of diversification and opportunities in the market that will help them reach their financial and life goals and continues to learn more of the administrative aspects of the practice.  As an Executive Assistant, she is responsible for processing new business, assists in customer service, helps prepare for client reviews, and implements the individualized client strategies. 

Stephanie joined Securities & Investment Advisors in July 2008, and holds Series 7 and 63 licenses, and her Life/Accident and Health Insurance License.  She graduated from St. John Fisher College with a Bachelor's degree in Corporate Finance. 

Stephanie has lived her whole life in this area and has a younger brother Dustin.  Outside of work, she enjoys watching and playing sports like field hockey, basketball and softball, going out with friends and spending time with her close Italian family.