The Upland Group

Stephanie Young Senior Client Relationship Manager and Financial Planning SpecialistStephanie Young is a Senior Client Relationship Manager and Financial Planning Specialist at Snowden Lane Partners. She is responsible for the day-to-day operations of the team. Stephanie manages client account maintenance as well new client relationships and operational procedures. She holds the FINRA Series 7, 31, 66 and Health/Life/Annuity Licenses. Prior to Snowden Lane, Stephanie held a similar role at Morgan Stanley for over ten years.

Previously, Stephanie worked in the Financial Aid Department at Champlain College in Burlington, Vermont. Stephanie enjoys gardening, reading, and hiking.