Stephanie A. Dunbar, FPQP®
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 and leads the firm’s Philanthropy Committee. Prior to joining Vigilant, Stephanie served as Trust Administrator for a Hampton, NH based firm where she administered fiduciary accounts for ultra-high-net-worth client families and coordinated efforts amongst the firm’s operations, client service, and investment management teams. Stephanie currently holds the FPQP® designation through the College for Financial Planning®. She earned her Bachelors Degree from the University of New Hampshire. Stephanie serves as Secretary on the Board of Directors for Blue Ocean Society for Marine Conservation located in Portsmouth, NH. She lives in Rye, NH and in her free time enjoys reading 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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