Grace Stolberg, Financial Advisor, is a graduate of Nazareth University with a Bachelor of Science in Finance. Growing up with a dad in the financial planning industry, Grace grew accustomed to what it means to be someone’s trusted financial advisor. She developed a passion and appreciation for the profession, seeing the immense value and genuine relationships created as a byproduct of the financial planning process. At Nazareth, Grace was a part of the CFP Board Accredited Financial Planning Program and is currently studying for the CFP examination.
Grace interned with a local wealth manager before coming on board at O’Keefe Stevens as an intern in 2023. Since then, she’s been working closely alongside Justin and obtained her Series 65 License. Grace brings a blend of academic knowledge and practical experience to her role on our team.
While being a native of Western New York, Grace headed to the Sunshine State after graduating and currently resides in New Smyrna Beach, FL. Outside of work, Grace enjoys cooking, exploring her new home, and visiting her family in Cuba, NY.
Click here to schedule a Discovery Call with Grace.