Stephanie Rodriguez
Chief Operations Officer, Maeder Wealth Group
Client Concierge, Raymond James Financial Services
Stephanie Rodriguez joined Maeder Wealth Group Inc. as the Office Administrator in 2010. With over seventeen years of experience in the financial services industry, Stephanie works hard to support the organization’s core value of excellence. Client service is a hallmark value of this remarkable organization and Stephanie’s initiatives uphold this value.
Her professional experience ensures that the ongoing relationship between Maeder Wealth Group and each client is maintained and strengthened by attending to the smallest of details. Stephanie’s commitment to our clients shows as she listens carefully to the unique “signature” of each client’s need, then effortlessly meets and exceeds a client’s expectations. Her motto is “Treat others as you would want to be treated.”
When office hours are over, Stephanie thrives on spending quality time with her husband, and their three children. They are a family with a passion for travel, and they are always looking for new places to explore together.
Born in the United States and raised in Baja California Sur Mexico, Stephanie is fluent in Spanish. Her open and caring disposition easily relates to the wide diversity and backgrounds of Maeder Wealth Group’s clients.