She provides her clients with comprehensive retirement planning, investment management, tax-advantaged strategies, and ongoing service and communication.
SALT LAKE CITY, UT, May 06, 2024 /24-7PressRelease/ -- Stephanie Daigle has been included in Marquis Who's Who. Selection criteria such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the competitive selection process.
With nearly 20 years of wealth management experience, Stephanie serves as Financial Advisor, Investment Officer, and partner with Utah Wealth Management Group of Wells Fargo Advisors in Salt Lake City, Utah. In this capacity, she provides her clients with comprehensive retirement planning, investment management, tax-advantaged strategies, and ongoing service and communication to make sure they stay on track to achieve financial independence.
The roots of Stephanie's passion for wealth management go back to her childhood. After witnessing the stress that finances put on her family while growing up, Ms. Daigle sought to change this narrative as an adult. She took a Personal Finance class early in college and immediately knew she wanted to pursue a career in financial services.
Ms. Daigle earned a Bachelor of Science in Financial Services from Westminster College, where she later received an MBA from the Gore School of Business. She began her career in 2004 as an intern at Smith Barney, and eventually completed their rigorous Financial Advisor training program. Subsequently, she expanded her professional knowledge by becoming a Chartered Retirement Plan Specialist through the College for Financial Planning. Outside of work, Ms. Daigle spends a lot of time traveling with her husband and young son, and volunteers for his school and ski team.
Ms. Daigle and her team, Utah Wealth Management, have been selected multiple times as a Forbes / SHOOK Research Best In-State Wealth Management Team. While her career has been filled with highlights, Stephanie says, "what fulfills me the most is supporting people through all of life's transitions by helping them identify and achieve their financial goals." Looking ahead, Ms. Daigle intends to ensure that her clients continue to receive first class financial counsel and service.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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