Stephanie Eikenberry
VP, Regional Planning Leader @ Fidelity Investments | CFP, Wealth Management
- Role
- VP, Regional Planning Leader at Fidelity Investments
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
About Stephanie Eikenberry
With over 18 years of experience in the financial services industry, I am currently a Regional Planning Leader at Fidelity Investments, where I lead a team in our Advisor and Business Development group. As a CERTIFIED FINANCIAL PLANNER™ professional, I have a strong background in financial planning and wealth management, and I am passionate about helping clients and associates achieve their financial goals and dreams. I also have a proven track record of developing and coaching high-performing teams, fostering a culture of excellence, collaboration, and innovation, and delivering an exceptional customer experience and satisfaction. My mission is to leverage my expertise and leadership skills to drive Fidelity\'s branch network to new heights of success, while creating value and opportunities for our clients, associates, and communities.
Experience
VP, Regional Planning Leader
Dec 2024 — Present · Charleston, SC, US
I lead a team of coaches who partner with Branch Leaders to maximize associate potential so that we can help WAY more people!
Education
University of Cincinnati College of Business
Bachelor of Science (B.S.)
2002 — 2006
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