Stephanie D'Ippolito, Cfp®
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Stephanie D'Ippolito, Cfp® Email & Phone Number

Managing Director, Financial Planning at Freestone Capital Management
Location: Greater Seattle Area, United States, United States 11 work roles 3 schools
2 work emails found @freestonecapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@freestonecapital.com
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Current company
Freestone Capital Management
Role
Managing Director, Financial Planning
Location
Greater Seattle Area, United States, United States
Company size
127 employees

Who is Stephanie D'Ippolito, Cfp®? Overview

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Quick answer

Stephanie D'Ippolito, Cfp® is listed as Managing Director, Financial Planning at Freestone Capital Management, a company with 127 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at freestonecapital.com and a matched LinkedIn profile for Stephanie D'Ippolito, Cfp®.

Stephanie D'Ippolito, Cfp® previously worked as Director, Advisory at The Clarius Group and Director of Financial Planning at Freestone Capital Management. Stephanie D'Ippolito, Cfp® holds Certificate, Financial Planning from Depaul University.

Company email context

Email format at Freestone Capital Management

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*@freestonecapital.com
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AeroLeads found 2 current-domain work email signals for Stephanie D'Ippolito, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Stephanie D'Ippolito, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ professional and Director, Advisory at The Clarius Group, LLC.

Listed skills include Certified Financial Planner, Financial Planners, Wealth Management Services, Money Guide Pro, and 9 others.

Current workplace

Stephanie D'Ippolito, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Freestone Capital Management
Freestone Capital Management
Managing Director, Financial Planning
Kirkland, WA, US
Website
freestonecapital.com
Employees
127
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Company profile
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11 roles

Stephanie D'Ippolito, Cfp® work experience

A career timeline built from the work history available for this profile.

Director, Advisory

Current
The Clarius Group

Seattle, Washington, US

Aug 2024 - Present

Managing Director, Financial Planning

Freestone Capital Management

Seattle, WA, US

My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession.

May 2021 - Jun 2024

Advisor, Wealth Management

Bronfman Rothschild

As an Advisor in the Milwaukee office, my focus was on Financial Planning and investment management. Taking a holistic approach to wealth management, I was able to assist clients with a variety of planning and investment related needs, including retirement, education and business succession planning, as well as investment management. I was also a member of.

Dec 2016 - Jul 2017

Client Support Supervisor

Bronfman Rothschild
Apr 2012 - Dec 2016

Registered Client Relationship Associate - North Shore

Robert W. Baird & Co.

Milwaukee, WI, US

I assisted an individual Financial Advisor and a team of two Financial Advisors in managing their books of business, including trades, preparation of financial plans using NaviPlan software, preparation of performance reports, reviews, and proposals. I also worked directly with clients to gather necessary paperwork, process requests and answer questions.

Dec 2010 - Mar 2012

Fa Recruiting & Transition Specialist

Robert W. Baird & Co.

Milwaukee, WI, US

I worked closely with Branch Managers, Regional Directors, and Sales Management to recruit top talent to the firm, including planning home office visits for Financial Advisors and Financial Advisor Associates in the Midwest and Central Regions, reviewing of CRDs, background checks, business model profiles, and compliance notes. I then gathered interview.

Apr 2008 - Dec 2010

Executive Administrative Assistant

Robert W. Baird & Co.

Milwaukee, WI, US

Assisted a top executive with preparation of presentation materials, client management, and meetings.Assisted the Transition Team manager in scheduling transition dates, scheduling training sessions, reviewing expense reports for the team, taking notes on bi-weekly conference calls, and helped prepare for upcoming transitions.Assisted in planning quarterly.

Apr 2008 - Oct 2009

Financial Associate

A.G. Edwards & Sons, Inc.

US

Assisted two Financial Consultants in managing their client's accounts.Worked with clients regarding their accounts.Prepared and processed paperwork to open new accounts and to transfer accounts.Communicated with other financial institutions regarding account information.Relied heavily on verbal communication skills, as well as time management and.

May 2006 - Apr 2008

Legal Assistant

Gray & Associates, Llp

Prepared legal documents to be submitted to courtCommunicated with Sheriff's Departments, clients and clerks of court to obtain necessary informationWorked closely with attorneys to resolve contested matters and assisted the head paralegal with resolving complex and unusual casesAssisted other analysts regarding procedures and assisted the trainer with.

Jun 2004 - May 2006
Team & coworkers

Colleagues at Freestone Capital Management

Other employees you can reach at freestonecapital.com. View company contacts for 127 employees →

WB Will Broucek Will Broucek Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → RC Robb Carter Robb Carter Colleague at Freestone Capital ManagementFall City, Washington, United States, United States View → MC Max Canfield, Cfp® Max Canfield, Cfp® Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → AR Alison R. Alison R. Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → BG Bobby Gentry Bobby Gentry Colleague at Freestone Capital ManagementGreater Seattle Area, United States View → JD Jenny Doherty, Cfp® Jenny Doherty, Cfp® Colleague at Freestone Capital ManagementAnchorage, Alaska, United States, United States View → MH Meg Hinshaw Meg Hinshaw Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → AL Aj Layton Aj Layton Colleague at Freestone Capital ManagementGreater Seattle Area, United States View → HW Hayden Wieck, Cfa, Caia Hayden Wieck, Cfa, Caia Colleague at Freestone Capital ManagementGreater Seattle Area, United States View → BF Benjamin Furukawa Benjamin Furukawa Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View →
3 education records

Stephanie D'Ippolito, Cfp® education

Certificate, Financial Planning

Depaul University

Intermediate & Advanced Certificates

Wine & Spirit Education Trust

B.A., Criminology, French

Indiana University Of Pennsylvania
FAQ

Frequently asked questions about Stephanie D'Ippolito, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stephanie D'Ippolito, Cfp® work for?

Stephanie D'Ippolito, Cfp® works for Freestone Capital Management.

What is Stephanie D'Ippolito, Cfp®'s role at Freestone Capital Management?

Stephanie D'Ippolito, Cfp® is listed as Managing Director, Financial Planning at Freestone Capital Management.

What is Stephanie D'Ippolito, Cfp®'s email address?

AeroLeads has found 2 work email signals at @freestonecapital.com for Stephanie D'Ippolito, Cfp® at Freestone Capital Management.

Where is Stephanie D'Ippolito, Cfp® based?

Stephanie D'Ippolito, Cfp® is based in Greater Seattle Area, United States, United States while working with Freestone Capital Management.

What companies has Stephanie D'Ippolito, Cfp® worked for?

Stephanie D'Ippolito, Cfp® has worked for Freestone Capital Management, The Clarius Group, Bronfman Rothschild, Robert W. Baird & Co., and A.G. Edwards & Sons, Inc..

Who are Stephanie D'Ippolito, Cfp®'s colleagues at Freestone Capital Management?

Stephanie D'Ippolito, Cfp®'s colleagues at Freestone Capital Management include Will Broucek, Robb Carter, Max Canfield, Cfp®, Alison R., and Bobby Gentry.

How can I contact Stephanie D'Ippolito, Cfp®?

You can use AeroLeads to view verified contact signals for Stephanie D'Ippolito, Cfp® at Freestone Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Stephanie D'Ippolito, Cfp® attend?

Stephanie D'Ippolito, Cfp® holds Certificate, Financial Planning from Depaul University.

What skills is Stephanie D'Ippolito, Cfp® known for?

Stephanie D'Ippolito, Cfp® is listed with skills including Certified Financial Planner, Financial Planners, Wealth Management Services, Money Guide Pro, Investment Management, Wealth Management, Finance, and Finra.

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