Stephanie Taylor Schulz
Financial Advisor Associate
Professional Background
- Began her financial industry career at Stifel in 2004
- Holds Series 7 and 66 securities licenses
- Experience at Stifel headquarters in the Client Services Department, including onboarding and training of new branch offices and associates, as well as extensive client support at a national level
- Part of Surgant Financial Group since 2011
Professional Background
- B.A., Business Administration – International Business, Lindenwood University
Personal Background
Stephanie lives in Lake Saint Louis with her husband and their three children, ages 9, 11, and 14. They enjoy family time on their boat, as well as anything outdoors, swimming, kayaking, biking, or simply, a trip to the park. Since Stephanie and John live less than a mile apart, she and the children often enjoy a walk or bike ride to grandma and grandpa’s house. Stephanie enjoys being part of her family business and believes that the family bonds she, John, and J.T. have together make Surgant Financial Group feel like family to all their clients as well.