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Stephanie R

CFP®, Series 63, Series 66

Oswego, IL

Wells Fargo Advisors

Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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