09/10/2026
Please join us in giving a warm welcome to our newest Savvy Ladies Board Member, Stephanie M. Wei! 💜
Stephanie is a Wealth Advisor at Thomas Private Wealth and a CFA® charterholder with more than two decades of financial services experience. Her career spans leadership roles across top financial institutions, beginning at the Federal Reserve Bank of New York.
Her dedication to financial advocacy comes from a deeply personal place. Having taken over her family's finances as a teenager after the loss of her mother, Stephanie developed an early commitment to ensuring individuals and families have the clarity and confidence to navigate complex financial decisions.
In her professional practice, Stephanie provides comprehensive wealth planning for high-net-worth individuals, executives, and families, while remaining a passionate advocate for expanding financial education for women and underserved communities. She is also a proud member of Chief, a vibrant community of women executive leaders.
We are honored to welcome Stephanie's knowledge, vision, and leadership to our Board of Directors as we continue our mission to provide free financial education and helpline resources to women! ✨
🌟 To learn more about Savvy Ladies or get involved, visit: https://hubs.li/Q04zN8bN0