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Stephanie Broughton , ARPS, CPFA, NQPA™

Principal

Louisville

Client Advisory

Biography

Stephanie is a Principal in the Louisville office and a member of the Retirement Plan Services Group. She has more than 13 years of experience in the retirement plan industry.

Prior to joining Cerity Partners, Stephanie served as a Director of Retirement Plan Solutions at ARGI Financial Group. She was responsible for oversight of client acquisition, service delivery and operations, quality control, and developing and maintaining strategic relationships. Earlier in her career at ARGI, Stephanie served as a Client Service Manager, managing client deliverables, the onboarding and conversion processes of retirement plans for the Advisory team, and the training and development of the administration team.

Education

  • B.S. in Business Administration from Indiana Wesleyan University

Highlights

  • Certified Plan Fiduciary Advisor
  • Accredited Retirement Plan Specialist
  • Nonqualified Plan Advisor (NQPA™)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.