Angie M. Stephenson
Partner, Chief Operating Officer, Senior Wealth Adviser
Angie Stephenson is a founder of Domani Wealth and has been chief operating officer for more than eight years. She works closely with other members of the company’s leadership team to develop and implement Domani’s strategic vision and goals.
In an ever-changing industry, it is key to deliver high-quality services to clients and meet their very personalized goals. Stephenson leads the firm’s culture in serving clients well, creating an inclusive culture and encouraging perpetual learning.
When technology and systems are being implemented, new initiatives are being discussed, or steps in a process are being revamped within the firm, it can be tempting to strive for perfection. Stephenson enjoys change and is always looking for ways to get better personally and in her role at Domani. Aiming for a plan that achieves 80% generally gets things moving, and the additional 20% will require pivoting and problem solving.