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Stephanie M. Brown

Stephanie M. Brown

Vice President,
Financial Advisor

  • Yardley, PA
  • The Alchemist | Wedding Crashers
  • J.K. Rowling, Paul Coelho, and Bill Gates
  • "People are capable, at any time in their lives, of doing what they dream of." - Paulo Coelho
  • Empathetic, honest, and witty

Financial Advisors

Stephanie is an institutional and retirement plan advisor based out of the Houston, Texas, office.

Stephanie joined CAPTRUST in 2018 and serves as a vice president, financial advisor responsible for providing investment advisory services to high-net-worth individuals and families, and the fiduciaries of retirement plans. Prior to joining the firm, Stephanie was a vice president, retirement services at USI Consulting Group, and she has worked in the industry since 2006. Stephanie’s unique approach focuses on exceeding expectations and creating better outcomes for her clients.

When she is not in the office, Stephanie enjoys volunteering, traveling, quality time with her dog Quincy, hanging out with family, doing yoga, and running.


  • Bachelor of Science degree in marketing with a concentration in business from Philadelphia University

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Doylestown)


  • Board member, Prelude Music Foundation
  • Volunteer, Casa de Esperanza de Los niños
  • Member, CAPTRUST Women’s Initiative
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