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Stephanie Greer
Business Name:
New York Life
Business Description:
Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
How Business Creates Value:
Here to help you plan for today and tomorrow. With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you. Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

Skills

  • Insurance Planning
  • Tax Savings Strategies
  • Retirement Strategies Consulting
  • Problem Solving
  • Relationship Building

Credentials

  • TEAM Member since 2025
  • Registered Representative with New York Life Securities
  • Agen with New York Life Insurance
  • Real Estate Broker since 2004

Interests

  • Travel
  • Music
  • Reading
  • Pilates

Experience

  • Financial Planning Professional
  • Real Estate Broker
  • Federal Reserve Bank
  • Regional Sales Manager IT Consulting