New York Life

About

Stephanie Wilson is a Financial Professional with New York Life who takes an education-first, relationship-focused approach to financial planning.

With more than 20 years of experience in healthcare leadership and a strong background in the equestrian and agricultural communities, Stephanie understands that financial planning is deeply personal. Her goal is to help clients understand their options, identify potential gaps, and make informed decisions based on what matters most to them.

Stephanie is a member of a team within New York Life who works with individuals, families, professionals, and business owners in areas including life insurance, retirement planning, income and asset protection, long-term financial strategies, business protection, key person planning, succession planning, and legacy considerations.

For business owners, she helps identify financial risks that can affect both the business and the people behind it, while working collaboratively with clients and their other professional advisors when appropriate.

Whether you are establishing your financial foundation, preparing for retirement, protecting your family, or planning for the future of a business, Stephanie's approach begins with a conversation and education—not pressure.