Stephanie Schanken, CFP®

Stephanie Schanken, CFP®

Financial Advisor

Phone: 614-784-6000
Fax: 614-784-6010
E-mail:
 

Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional. In this role, she works with the team of advisors at Ascend to guide clients in meeting their financial goals. Using the Wells Fargo Envision® platform, she helps clients take a holistic view of their goals and objectives and works with them to meet each one.

Stephanie began her career with Ascend Advisory Group in 2004 in client service and account administration. As a member of the planning team, Stephanie continues to bring superior commitment to client service.

Stephanie earned her Bachelor’s degree from Ohio University in Business Communications. She holds her Series 7 and Series 66 securities registrations and in 2010 became a CERTIFIED FINANCIAL PLANNER professional (CFP®). In order to earn the CFP® professional designation, Stephanie completed many hours of rigorous coursework and examinations, agreed to adhere to high standards of ethical conduct and biennially completes the CFP® Board’s certification requirements.

Outside of the office, Stephanie enjoys spending time with her family. She resides in Westerville with her husband, Scott, and sons, Brady and Cole.

 

 

Envision® is a registered service mark of Wells Fargo & Company and used under license

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN. ©2017 Wells Fargo Clearing Services, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17