Our Team

Elena Stephenson

Elena Stephenson

Client Service Associate

As a Client Service Associate, Elena assists clients with a wide variety of requests. Whether it is opening an account or completing a transfer, Elena strives to provide an outstanding client experience from start to finish.

Elena graduated from Cardiff University with a degree in Human Geography. She began her career in recruitment, specializing in the wealth management sector, where she developed a strong understanding of the industry and witnessed firsthand the profound impact financial planning can have on helping individuals achieve their long-term goals. Inspired by the difference wealth management professionals make in their clients’ lives, Elena decided to transition from recruitment into the profession itself. This move allowed her to become directly involved in supporting clients on their financial journeys. She finds great fulfillment in being part of an industry that empowers people to achieve financial freedom and build confidence in their future.

On a Personal Note

Elena and her husband recently relocated from the South West of England to the West Coast of the United States and now call sunny Santa Monica home. Outside of work, Elena enjoys getting lost in a good book on the beach, unwinding with a matcha after a Pilates class, and cooking up a storm in the kitchen.