Stephanie Rossi

Senior Advisor @Jnba Financial Advisors

Minneapolis, MN, US

With over 30 years of experience in the wealth management industry, I have the knowledge and passion valuable in developing, implementing, and monitoring customized financial solutions through client-centered service. As a Senior Advisor at JNBA Financial Advisors, I enjoy building relationships with clients and helping them to achieve their unique goals and objectives ranging from retirement aspirations to creating a legacy for following generations. I’m a previous member of TD Ameritrade’s Advisor Panel and have extensive experience in all areas of financial planning including Social Security filing strategies, investment management, estate planning review, tax planning strategies, and risk management.I have a bachelor’s degree in finance from Grove City College in Pennsylvania. I’m also a Certified Financial Planner™, Member of the Financial Planning Association of Minnesota, and have received the Five Star Wealth Manager distinction. I share JNBA’s passion for community involvement, as I’m very active with the Salvation Army. In addition to serving on the Salvation Army Twin Cities Advisory Board and Executive Committee, I also Chair both the Salvation Army Program and Services Committee and the Salvation Army Hope Harbor Advisory Board. I am a natural educator and conduct financial planning seminars in the community for employers, nonprofits, universities, and others.Please Note: JNBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JNBA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Grove City College

Bachelors, Business Administration/Finance