Stephanie Ruffo

Experience

• 

  SMITH BARNEY

  Jan 1995 - Jan 2003

  Registered Sales Assistant
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  AXA Advisors, LLC

  Jun 2003 - Jan 2020

  Client Relations Manager
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  Equitable Advisors

  Jan 2020 - now

  Director Of Client Relations

  As the Director of Client Relations Manager for our Upstate, NY branches of Equitable Advisors, I work closely with a dedicated team of Financial Professionals to maintain and enhance our ongoing business relationship with our current clients. My role is to help honor the pledge we made when our clients first began to do business with us: i.e. help you navigate and reach financial goals—for yourself and your family. We are one of the only companies in this industry that staffs licensed and registered professionals, in each location for all of our clients! No 1-800 number! Our ultimate plan is to deliver top notch representation to our clientele through all periods of transition as well as life changes. Show less