Stephanie Pettersson

Stephanie began her financial career in 2011 with Wachovia Bank (now Wells Fargo), where she advanced into branch management before transitioning to Wells Fargo Advisors in 2014. In that role, she supported Premier Advisors across multiple markets. She holds Series 7 and 63 licenses, as well as certifications in Health and Variable Life Insurance.

 As a Senior Wealth Associate, Stephanie brings a proactive and detail-oriented approach that helps streamline processes, reduce friction, and ensure that nothing falls through the cracks. She is committed to creating an experience where clients feel heard, valued, and confident, while advisors can focus entirely on strategy. Supporting families through significant life transitions, such as retirement, business sales, or inheritance, is a part of her work that she finds especially meaningful.

 Based in Reading, PA, Stephanie enjoys exploring new restaurants, attending live music and comedy shows, crafting, and spending time at her family’s cabin in the mountains of Northern Pennsylvania. She also gives back to her community through volunteer work with Safe Berks and by fostering animals through her local shelter.