Stephanie Nelson is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, she works with clients to ensure the seamless coordination of services and implementation of their financial strategies.
I am dedicated to being an instrumental part of the process in helping clients obtain their financial goals by providing the utmost level of service.
Stephanie joined Oxford in 2012 and has been an integral member of our Client Service team, previously holding the positions of Client Service Specialist and Client Service Coordinator. She spent several years as a member of Oxford’s Family Office Services team as a Family Office Analyst, where she prepared financial statements, performed related analysis and prepared deliverables for client meetings. Prior to coming to Oxford, Stephanie gained valuable insurance experience working for a risk management firm.
Stephanie is a graduate of Indiana University’s Kelley School of Business where she received a Bachelor of Science in Business Administration, majoring in finance. She is currently pursuing the Certified Financial PlannerTM certification.
Stephanie lives in the Indianapolis area and enjoys traveling, trying new restaurants and spending time with family and friends.