Stephanie Doran

WEALTH Advisor

 

Stephanie has been providing business advice and financial advisory services to businesses, individuals, and associations since 1981, and became affiliated with Snider Financial Group in 2024. Her experience includes assisting clients with treasury cash management, deferred compensation planning, key man life insurance, and retirement plan strategies.  She has served on the board of several organizations and brings a wealth of knowledge to her clients. 

Stephanie began her career in the Chicago area, gaining experience in the business systems divisions of companies like 3M and CompuGraphics.  Then for a time, she followed her passion of owning an art gallery where she focused on exceptional works of art.  This venture afforded her the opportunity to travel across the US and Europe as she traded art and represented clients throughout these regions.  She also had the opportunity to design art programs for many of the Fortune 500 companies that make their home in Chicago.

Stephanie graduated with a BS from Barry University and later worked on a Masters degree in History of Art and Architecture at the University of Illinois. The Masters program provided her with the opportunity to intern at the Art Institute of Chicago - Prints and Drawings for a year.

Stephanie’s financial advisory experience includes focusing on individual wealth management strategies, implementing plans with clients to help them obtain their objectives.  Additionally, she has completed the WMEP Wealth Management Program, which has provided her additional skills for assisting clients with Non-Qualified Stock Options, Incentive Stock Options, Retirement Plans, and Estate Planning.