Stephanie Farella, Cfp®
About Stephanie Farella, Cfp®
Stephanie Farella, CFP®, is the Vice President Senior Financial Planner at Jefferies, based in New York, United States.
Current Role at Jefferies
Stephanie Farella is currently the Vice President Senior Financial Planner at Jefferies. She began her tenure in this role in 2023. Located in New York, United States, she operates in a hybrid work environment. In her current position, she is responsible for providing comprehensive financial planning services to clients, leveraging her extensive experience in wealth management and financial advisory roles.
Previous Experience at Calamos Wealth Management
Before joining Jefferies, Stephanie Farella worked as a Financial Planning Specialist at Calamos Wealth Management. Her tenure at Calamos spanned from 2022 to 2023. In this capacity, she dedicated herself to refining financial strategies tailored for individual clients, ensuring their financial goals were met efficiently.
Background at Morgan Stanley
Stephanie Farella has a notable tenure at Morgan Stanley, where she served in two distinct roles. From 2021 to 2022, she worked as a Wealth Management Associate in New York, NY. Prior to this role, she was a Financial Advisor at Morgan Stanley from 2017 to 2021, based in the Greater New York Area. During her time at Morgan Stanley, she focused on advising clients on wealth management strategies, helping them achieve their financial objectives.
Early Career at Oppenheimer & Co. Inc. and Canon USA
Stephanie Farella's early career includes roles such as Registered Client Services Associate at Oppenheimer & Co. Inc., where she worked from 2015 to 2017 in Melville, NY. Additionally, she held a position in Sales Administration at Canon USA from 2014 to 2015. These roles provided her with a solid foundation in client services and sales administration, aiding her career progression in the financial services industry.
Education at LIM College
Stephanie Farella attended LIM College, where she studied Marketing and completed a Bachelor of Business Administration (BBA) degree from 2007 to 2011. Prior to earning her BBA, she achieved an Associate of Arts and Sciences (AAS) degree in Fashion Merchandising from LIM College, studying from 2007 to 2009. Her academic background provided her with a diverse knowledge base, contributing to her expertise in financial planning and client services.