Stephanie A. Dunbar, CFP®
Wealth Advisory Associate
Stephanie serves clients as a Wealth Advisory Associate, working closely with Bill Clifford and his team. She is a member of the firm’s Wealth Advisory Committee. Prior to joining Vigilant, Stephanie served as Trust Administrator for a Hampton, NH based Trust Company where she administered fiduciary accounts for ultra-high-net-worth clients and coordinated efforts amongst the firm’s operations, client service, and investment management teams. Stephanie earned her bachelor’s degree from the University of New Hampshire. She completed the College for Financial Planning professional education program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In her free time, she enjoys reading, boating, traveling, and photographing the Seacoast.
New Hampshire
18 Congress Street - Suite 209
Portsmouth, NH 03801
(603) 431-3498
Maine
One Monument Square - Suite 601
Portland, ME 04101
(207) 523-1110
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