Stephanie Burks is a CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years of experience in the financial service industry, including Banking, Corporate Finance, and as a Financial Advisor/Planner and Investment Advisor Representative. She is a registered and licensed Series 7 and 66 professional and is a Life, Health, and Disability insurance agent. In addition to her work experience, Stephanie believes in educating herself to offer the best advice for her clients. She holds a duel MBA degree in Management and Finance from Robert Morris and a BS in Finance from the Ohio State University.
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