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Stephanie Roberts, Mba Email & Phone Number

Director at Summit Financial
Location: United States 9 work roles 2 schools
1 work email found @keebeck.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@keebeck.com
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Current company
Summit Financial
Role
Director
Location
United States
Company size
148 employees

Who is Stephanie Roberts, Mba? Overview

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Quick answer

Stephanie Roberts, Mba is listed as Director at Summit Financial, a with 148 employees, based in United States. AeroLeads shows a work email signal at keebeck.com and a matched LinkedIn profile for Stephanie Roberts, Mba.

Stephanie Roberts, Mba previously worked as RIA/Financial Services Consultant at Independent Contractor - Self Employed and Director, Business Consulting, Advisor Engagement at Mariner Platform Solutions. Stephanie Roberts, Mba holds Master Of Business Administration (Mba), International Business Finance from University Of Notre Dame.

Company email context

Email format at Summit Financial

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*@keebeck.com
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Profile bio

About Stephanie Roberts, Mba

Stephanie brings with her 25 years of Financial Services experience as a consultant to the Registered Investment Advisory space. She specializes in consulting with the start up of RIA’s and the transitioning of financial advisors to an independent firm. After receiving her MBA with a focus on International Business Finance from the University of Notre Dame, she worked at the Chicago Board of Options Exchange trading equity options. She then moved to London, England and traded German equity options with Mako Derivatives. Stephanie then started a family and moved back to the US joining Smith Barney. Stephanie worked in the Regional offices in Chicago at Morgan Stanley Smith Barney as a Regional Administrator which oversaw 32 branches in 9 states. In 2009, she and her family moved to San Diego and later joined the independent space and with other MSSB colleagues forming Washington Wealth Management, an Independent RIA and was Director of Operations and Transitions. Stephanie then joined Ibis Capital - an independent RIA and became Director of Institutional Relations/Advisor Services where she spearheaded and launched with firm partner's a proprietary asset management company. In October 2014, Stephanie became a self-employed consultant to RIA's and financial advisors entering the RIA space. She has consulted, educated and on-boarded hundreds of financial advisors/teams since the onset of her career in the independent space.

Listed skills include Morningstar Direct, Wealth Management, Investments, Securities, and 12 others.

Current workplace

Stephanie Roberts, Mba's current company

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Summit Financial
Summit Financial
Director
parsippany, new jersey, united states
Website
summitfinancial.com
Employees
148
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Company profile
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9 roles

Stephanie Roberts, Mba work experience

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

Director, Business Consulting, Advisor Engagement

Mariner Platform Solutions

San Diego, California, United States

Oct 2022 - Jan 2024

Managing Director

Keebeck Wealth Management

Greater Chicago Area

Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, and their multi-generational families. We have the experience, knowledge, network and passion to help high net-worth individuals and families simplify their financial decision-making by educating them on how to control their capital. We help our clients identify the best path to their true goals by synthesizing all the “seasons” of their lives into a focused plan to step forward.

Jul 2018 - Dec 2020

Financial Advisor Transition Consultant

Financial Advisor Transition Specialist

Chicago, Il

-Consult and assist RIA's recruiting financial advisors moving from RIA to RIA, as well as wirehouse advisors entering the RIA space-Educate RIA's and financial advisors on the financial advisor's transition process. Ensure and expedite a seamless transfer of assets for the advisor, firm and the clients they support working closely with numerous RIA's, custodians, and third party vendors.-Provide transition assistance, operational support, and repapering for financial advisors.-Assist in the mapping of both brokerage and advisory accounts and financial products including mutual funds, SMA's, insurance, loans and banking products working closely with the advisor's broker-dealer and/or custodial partners.-Present and provide advisors with personalized transition services tailored to meet their needs and ensure the appropriate custodian platforms are utilized.-Assist in the recruiting process with RIA's from initial conversations through the duration of on-boarding the advisor/team.

Oct 2014 - Jul 2018

Regional Administrator

Morgan Stanley

Chicago, Il

Jan 2007 - Mar 2010
Team & coworkers

Colleagues at Summit Financial

Other employees you can reach at summitfinancial.com. View company contacts for 148 employees →

JC James Caban James Caban Colleague at Summit FinancialNew City, New York, United States View → KJ Kate Johnston Kate Johnston Colleague at Summit FinancialChatham, New Jersey, United States View → JS John Stanko John Stanko Colleague at Summit FinancialWharton, New Jersey, United States View → LL Linda Lyon Linda Lyon Colleague at Summit FinancialParsippany, New Jersey, United States View → KV Kyle Vanderyajt Kyle Vanderyajt Colleague at Summit FinancialDenville, New Jersey, United States View → GJ Gregory J Troccoli Gregory J Troccoli Colleague at Summit FinancialUnited States View → MS Michael Sananes Michael Sananes Colleague at Summit FinancialFort Lee, New Jersey, United States View → JC Joseph Cecere Joseph Cecere Colleague at Summit FinancialNew York City Metropolitan Area, United States View → RR Ryan Reck Ryan Reck Colleague at Summit FinancialNew York City Metropolitan Area, United States View → JG John G Vincelli John G Vincelli Colleague at Summit FinancialParsippany, New Jersey, United States View →
2 education records

Stephanie Roberts, Mba education

Master Of Business Administration (Mba), International Business Finance

University Of Notre Dame

Activities and Societies: Applied Investment Management

FAQ

Frequently asked questions about Stephanie Roberts, Mba

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

What company does Stephanie Roberts, Mba work for?

Stephanie Roberts, Mba works for Summit Financial.

What is Stephanie Roberts, Mba's role at Summit Financial?

Stephanie Roberts, Mba is listed as Director at Summit Financial.

What is Stephanie Roberts, Mba's email address?

AeroLeads has found 1 work email signal at @keebeck.com for Stephanie Roberts, Mba at Summit Financial.

Where is Stephanie Roberts, Mba based?

Stephanie Roberts, Mba is based in United States while working with Summit Financial.

What companies has Stephanie Roberts, Mba worked for?

Stephanie Roberts, Mba has worked for Summit Financial, Independent Contractor - Self Employed, Mariner Platform Solutions, Keebeck Wealth Management, and Financial Advisor Transition Specialist.

Who are Stephanie Roberts, Mba's colleagues at Summit Financial?

Stephanie Roberts, Mba's colleagues at Summit Financial include James Caban, Kate Johnston, John Stanko, Linda Lyon, and Kyle Vanderyajt.

How can I contact Stephanie Roberts, Mba?

You can use AeroLeads to view verified contact signals for Stephanie Roberts, Mba at Summit Financial, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Roberts, Mba attend?

Stephanie Roberts, Mba holds Master Of Business Administration (Mba), International Business Finance from University Of Notre Dame.

What skills is Stephanie Roberts, Mba known for?

Stephanie Roberts, Mba is listed with skills including Morningstar Direct, Wealth Management, Investments, Securities, Equities, Financial Advisory, Asset Management, and Alternative Investments.

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