Stephanie d’Ippolito, CFP®, L&H®

Stephanie d’Ippolito, CFP®, L&H®

Stephanie D’Ippolito is a Senior Managing Director at Clearstead Advisors, where she leads the advisor team in Seattle and oversees financial planning for the office while also managing select client relationships. She has been working in the financial services industry since 2006 and joined Clearstead in 2026.

Stephanie brings expertise in financial planning leadership, advisor supervision and development, tax and legislative analysis, estate and insurance review, and client relationship management. Before joining Clearstead, she served as Managing Director of Financial Planning and previously Director of Financial Planning at Freestone Capital Management. Earlier in her career, Stephanie held roles at Bronfman Rothschild (now Wealthspire), including Wealth Advisor and Client Support Supervisor, and worked at Robert W. Baird and A.G. Edwards in a variety of client service, recruiting, and administrative roles. Throughout Stephanie’s career, she has led advisor teams, developed and presented comprehensive financial plans, built strong referral relationships with third‑party professionals, and partnered closely with leadership teams to drive efficiency and growth.

Stephanie obtained a Certificate in Financial Planning from DePaul University, a Bachelor of Arts from Indiana University of Pennsylvania, and holds the CFP® and L&H® designations. She is a member of the Financial Planning Association and the Estate Planning Council of Seattle.