Stephanie G. Macpherson CFP®, MPAS®, AAMS®, CRPC® is a CERTIFIED FINANCIAL PLANNERTM professional, FINRA Series 7 and Series 66 registered, insurance licensed, and works as the Financial Planning Specialist for the office. She is passionate about uniting financial planning clients with sophisticated, goals-based, solutions that only the most knowledgeable planners apply. Stephanie also works closely with the team lead to refine business management practices and team strategy, enhancing client outcomes.
Stephanie is also an Adjunct Instructor for the College for Financial Planning, Master of Science degree program. She joined Lincoln Financial Advisors in 2020. Previously, Stephanie contributed to Merrill Lynch for well over a decade, most recently as a Vice President for high net worth lending clients. Previously, she successfully advised high net worth clients as a Financial Advisor and Senior Portfolio Advisor. The majority of Stephanie’s Merrill career was dedicated to the Private Banking & Investment Group, which focuses on a minimum of $10 million in investment assets. She also authored a book about organizational finance, which was listed in the Forbes Book Club upon initial publication.
*Stephanie maintains her CFP® certification and AAMS designation, and only provides administrative services to LFA financial planners and professionals. While she is licensed as a registered representative of LFA, she acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an LFA client.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.