Stephanie Farella
Vice President
About
Stephanie Farella is a Wealth Advisor at Jefferies, one of the world’s leading full-service investment banking and capital markets firms. In this role, she offers comprehensive planning solutions that both support the complexities of clients’ financial lives and find equilibrium between their financial and emotional needs and objectives. Stephanie has nearly a decade of experience helping clients design wealth plans. Prior to joining Jefferies, she served as a financial planner for Calamos Wealth Management, and financial advisor at Morgan Stanley. She has particular expertise in tax-sensitive planning for private business owners that includes insurance, succession and personal financial solutions. Stephanie holds her CFP (Certified Financial Planner) designation, and a Bachelor of Business Administration from LIM College. She is passionate about helping clients shape their personal stories and legacies through planning, as well as helping those new to wealth understand how to make their money work best for them. Stephanie tailors her approach to fit each client’s unique situation and personality. She is passionate about financial literacy and helping others understand how to make their money work best for them.
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