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Wealth

Stephanie M. McCoy

Private Client Administrator

“The secret of change is to focus all your energy not on fighting the old but on building the new.”  –Socrates, Greek philosopher

 

Since joining Greenwood Capital in 2015, Stephanie has been dedicated to assisting the Private Client team in taking care of our clients.  She ensures accurate and complete account documentation, coordinating with our qualified custodians and Firm operations, to facilitate a smooth transition and operational management of client accounts.  She enjoys working with clients and managing the details so Advisors can further enhance client relationships.  Stephanie is an investment adviser representative.

 

Growing up in Florida, Stephanie earned her B.S. in business administration with an emphasis on marketing from the University of Florida.  Prior to joining Greenwood Capital, she worked as a client relationship specialist for an independent broker, and has lived in Greenville SC since 2001.