Solid. That’s the way we’d describe
Solid. That’s the way we’d describe our partnership.
Clients might not see Stephanie Glaze in the office at Envision Wealth Partners, but they feel her attention to detail in the quality of communications and service they experience.
Stephanie joined the team in 2014 and brings more than 20 years of administrative support and client management experience. Behind the scenes, she handles the daily operations, including bookkeeping and compliance.
“It’s very gratifying watching Brian and Larry do what they love. Both men have this wonderful ability to explain things in a way that makes sense to people – it makes an impact on the everyday lives of the people we work with!” says Stephanie.
Outside the office, Stephanie stays close with both hers and Brian’s big families. She likes reading and baking and movies when there’s an extra moment. Stephanie and Brian welcomed their first child in December 2019.
Are you looking for a long-term financial partner to help you view life differently?
Schedule some time with us to talk and see if we’re a good fit for each other.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group, Envision Wealth Partners and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Florida, Georgia, Indiana, Maryland, Maine, Michigan, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington.
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