Stephanie Martin, CFP®

Stephanie is passionate about assisting individuals, families, and business owners to realize their financial goals. Collaborating with each client, her focus is on establishing realistic goals and developing an agreed-upon strategic roadmap, paving the way for an effective implementation schedule. Stephanie finds great joy in not only the development process, but in following through with the strategies in pursuit of each goal.

Stephanie is a graduate of the University of Florida with a B.A. in Political Science and has her Series 7, Series 66 and Life, Health, and Annuity license. Stephanie spent the seven years prior to joining Raymond James in the property and casualty insurance industry. Stephanie joined Raymond James in early 2008 but left in early 2014, after the birth of her daughter. She joined Raymond James again in early 2020 and is excited to be back in the field she loves.

Stephanie and her husband Dave live in Ocala with their two children. She is actively involved in her children’s school through the  parent volunteer association, church, and sits on various non-profit boards.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.