Client Service Associate
Ann Stephens joined the firm in 2025 as a Client Service Associate. She has been in the financial industry since 2000 and has experience with other firms, Merrill Lynch (Bank of America), Raymond James and Wells Fargo. Her prior positions include Cashiering and operations, Resident Director Assistant and Market Director’s Administrative Assistant.
Ann has lived in Northeast Ohio all of her life and currently she and her husband, Steve live in Green, Ohio. They have 4 children and 4 grandchildren. They are parishioners of Queen of Heaven church in Green. She is a member of the Italian American council of Summit County as a Past President.
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