Credent Wealth Management
Stephanie Lee currently serves as the Financial Guidance and Advice Manager at Credent Wealth Management, a position held since May 2022, where the focus is on a non-emotional and quantitative approach to investment strategies. Prior to this role, Stephanie held various managerial positions in the banking sector, including Multi-site Branch Manager and Branch Manager at Chase from January 2018 to May 2022, as well as Banking Center Manager at 1st Source Bank and Branch Manager at Woodforest National Bank. Stephanie began their career as a Senior Consultant at SEPHORA from February 2011 to February 2012. Stephanie holds a Bachelor's degree in Finance from Purdue University Fort Wayne and graduated with an Academic Honors Diploma from NorthSide High School in 2009.
Credent Wealth Management
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Education. Communication. Honesty. At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. A Registered Investment Advisor.