Stephanie “Steph” Primm, Client Service Associate
Stephanie brings an extensive background of client relationship excellence and administrative skills to the InVestra team. Through her experience in a variety of industries and collaboration with colleagues, she has gained the ability to provide a personalized and caring environment with a focus on excellence and growth.
In her role as Client Service Associate for InVestra, Stephanie is involved in many aspects of daily workflow, and welcoming clients to our Jacksonville, FL flagship office. She enjoys finding solutions and new ideas to improve operations. Supporting her team and InVestra’s Wealth Advisors to discover forward-thinking, individualized journeys for each of our clients remains top priority. Helping clients reach their goals of financial success for themselves and their families is the reward Stephanie and all of InVestra constantly strive for.
Stephanie’s childhood offered her the opportunity to grow up in several states, and develop an appreciation for all history, cultures, and ways of life. A never-ending desire for knowledge and personal growth led her to graduate from Eastern Kentucky University. Stephanie was the first person in the century-plus history of the school to combine her major of study and completion of the Honors Program. Stephanie has passed the The Securities Industry Essentials® (SIE®) and is now studying for the Series 7 exam. She is also a Florida Notary Public.
In her downtime, Stephanie loves combining her passions for animal rescue, nature, travel, and photography. She also strives to serve her community by working with several charities to make the future better for everyone. You can usually find her at a variety of cultural events and cuddled up with her pets supporting her favorite sports teams.
Contact Us to find out more about our Financial Management Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
Stephanie Primm
Client Service Associate
Stephanie Primm
Client Service Associate
Stephanie “Steph” Primm, Client Service Associate
Stephanie brings an extensive background of client relationship excellence and administrative skills to the InVestra team. Through her experience in a variety of industries and collaboration with colleagues, she has gained the ability to provide a personalized and caring environment with a focus on excellence and growth.
In her role as Client Service Associate for InVestra, Stephanie is involved in many aspects of daily workflow, and welcoming clients to our Jacksonville, FL flagship office. She enjoys finding solutions and new ideas to improve operations. Supporting her team and InVestra’s Wealth Advisors to discover forward-thinking, individualized journeys for each of our clients remains top priority. Helping clients reach their goals of financial success for themselves and their families is the reward Stephanie and all of InVestra constantly strive for.
Stephanie’s childhood offered her the opportunity to grow up in several states, and develop an appreciation for all history, cultures, and ways of life. A never-ending desire for knowledge and personal growth led her to graduate from Eastern Kentucky University. Stephanie was the first person in the century-plus history of the school to combine her major of study and completion of the Honors Program.
In her downtime, Stephanie loves combining her passions for animal rescue, nature, travel, and photography. She also strives to serve her community by working with several charities to make the future better for everyone. You can usually find her at a variety of cultural events and cuddled up with her pets supporting her favorite sports teams.
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
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