Advisory Services Coordinator, MBA
As the Advisory Services Coordinator at Fi Plan Partners, Stephanie Grindle works closely with the advisors to make sure our clients have an effortless experience regarding their requests, service, and communications. She has over 15 years of experience in wealth management and investment services. Throughout her career, she has always believed in going the extra mile to make a difference in the lives of all those she is privileged to connect with, both professionally and personally.
Stephanie graduated with a BA from The College of Charleston and later with an MBA from Samford University. She successfully passed the General Securities Representative Exam (Series 7) and the Uniform Combined State Law Exam (Series 66), both sponsored by FINRA, and holds an Alabama insurance license with life and health designations.
A native South Carolinian, Steph has called Birmingham her Alabama home for over 20 years. She is beyond proud of her son, Drew, and daughter, Laurel. Steph is an avid runner, yoga practitioner, and food connoisseur. You could also find her happily soaking up the sun on a quiet beach with a great read or taking her wannabe Labrador, Eugene the Pit Bull, swimming and retrieving.