Broker Check
Stephanie Williams

Stephanie Williams

Portfolio Manager

Stephanie joined TFR as a Portfolio Manager in October 2023, bringing with her a wealth of experience accumulated over 15 years of working with Unified Managed Accounts. Most recently, she worked for a leading overlay manager, where she primarily focused on tax-efficient investing. Her expertise also encompasses back office operations and compliance, collaborating extensively with independent financial advisors. Stephanie graduated with a finance degree from Stephen F. Austin in 1997 and furthered her qualifications by obtaining the prestigious CFA charter in 2014.

Beyond her professional pursuits, Stephanie is a dedicated mother of two children, sharing her life with her husband, Matt, in Frisco. She enthusiastically supports her son during his baseball games and visits her daughter at college.