Stephanie Wilson
Stephanie Wilson serves as Director of Estate Strategy at 755 Financial, helping clients navigate estate planning, trust and will coordination, wealth transfer, and charitable planning in collaboration with their estate counsel.
Stephanie leads estate strategy for 755 Financial clients, working alongside our financial advisors to align each client’s estate plan with their broader wealth goals. She identifies planning opportunities, evaluates estate tax implications, develops gifting and trust strategies, and coordinates beneficiary designations and account titling, helping to ensure that the financial plan evolves as family, finances, and circumstances change. When tax planning is needed, Stephanie collaborates with 755 Financial’s CPA professionals to incorporate tax planning into the overall estate plan. Additionally, when legal documents need to be created or updated, she coordinates with outside counsel to implement the plan. Legal services are engaged separately.
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