Stephanie brings a broad range of experience to Breakwater Wealth Management and our clients. She assists with the daily operations of the firm to help ensure our clients have an exceptional and seamless experience. Stephanie has worked with firms such as PriceWaterhouseCooper, BNY Mellon and Merrill Lynch in various capacities focused on client relations and operational excellence. Stephanie is a graduate of the State University of New York with a Bachelors in Accounting residing in Jacksonville, FL.