Stephany R. Bautista Email and Phone Number
Stephany R. Bautista work email
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Stephany R. Bautista personal email
I have the privilege of working with some of the most influential employers in Florida, Georgia and the Southeast region, dedicated to empowering their employees through a comprehensive approach to investment strategy and financial planning.My passion lies within the dynamic defense industry and the innovative tech sector, where I wholeheartedly support clients at renowned companies like Lockheed Martin, L3 Harris, Leonardo DRS, Microsoft, Amazon and Apple. In Georgia, I’m equally inspired by the teams at Southern Company, Delta, UPS, and Home Depot, among others.As an independent advisor, I offer my clients an authentic and transparent perspective on the market, guiding them to achieve their dreams by aligning their workplace benefits and external investments with their personal aspirations. Together, we create a path to financial prosperity that reflects their unique goals and values!Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL. Elite Wealth Advisors, LLC is not an affiliate of Florida Financial Advisors.
Prestige Wealth Llc
View- Website:
- prestigewealthllc.com
- Employees:
- 1
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President And Private Wealth AdvisorPrestige Wealth LlcAtlanta, Ga, Us
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Managing Partner & Private Wealth AdvisorElite Wealth Advisors Mar 2024 - PresentAtlanta Metropolitan Area, Georgia, United States -
District Manager, Financial AdvisorGeorgia Financial Advisors Jun 2022 - Jul 2024Atlanta, Georgia, United States -
District Manager, Financial AdvisorFlorida Financial Advisors Nov 2021 - Jun 2022Tampa, Florida, United StatesFirst Female Hispanic District Manager in the Company -
Financial AdvisorFlorida Financial Advisors Oct 2021 - Nov 2021Orlando, Florida, United States
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Associate Financial AdvisorFlorida Financial Advisors Mar 2021 - Oct 2021Winter Park, Florida, United States
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Junior Financial AdvisorFlorida Financial Advisors Dec 2020 - Mar 2021Winter Park, Florida, United States
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Junior Financial ConsultantFlorida Financial Advisors Sep 2020 - Dec 2020Winter Park, Florida- Analyzed client financial statements to address areas of improvement.- Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.-Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and suitability.- Cultivated and expanded financial planning relationships with clients through loyal and dedicated service.
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Junior Research AnalystCurrency Exchange International Feb 2019 - Mar 2020Orlando, Florida Area-Completed accurate market research for foreign exchange challengers and competitors for potential areas of merging or acquisitions-Used findings from research and data analysis to make strategic recommendations to C-suite executives and board directors for new business opportunities-Created advanced business cases and change management initiatives for senior management and board directors-Reviewed reports to assess performance and identify areas for operational improvement and streamlining- Followed FINCEN/Federal regulators policies and procedures to prevent money laundering -
Office ManagerThe Family Doctors, Llc Aug 2013 - Dec 2019Orlando, Florida Area-Restructured QuickBooks and Intuit Payroll accounts to correctly itemize deposits and expenses-Renegotiated Physician Fee-for-Service Reimbursement contracts with commercial health insurances to increase practice's revenue-Implemented successful workflow that allowed the practice to attest for government-mandated Meaningful Use programs-Interfaced directly with pharmaceutical companies to allow for the timely delivery of vaccines ahead of their seasonality-Communicated medical supplier invoice discrepancies and worked with suppliers to close invoice issues and resolve open commitments to ensure timely payment- Maintained current knowledge of health records system and trained all new employees on correct usage.
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Research Lab Assistant, Biophysics GroupUniversity Of Central Florida Jan 2012 - Oct 2013Orlando, Florida Area
Stephany R. Bautista Skills
Stephany R. Bautista Education Details
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Economics
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Molecular Biology And Microbiology
Frequently Asked Questions about Stephany R. Bautista
What company does Stephany R. Bautista work for?
Stephany R. Bautista works for Prestige Wealth Llc
What is Stephany R. Bautista's role at the current company?
Stephany R. Bautista's current role is President and Private Wealth Advisor.
What is Stephany R. Bautista's email address?
Stephany R. Bautista's email address is st****@****afa.com
What schools did Stephany R. Bautista attend?
Stephany R. Bautista attended University Of Central Florida, University Of Central Florida.
What skills is Stephany R. Bautista known for?
Stephany R. Bautista has skills like Data Analysis, Research, Critical Thinking, Time Management, Interpersonal Skills.
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