Relationship Manager
Stephanie Wilson, CFP®️
stephanie.wilson@mononwealth.comStephanie has been an integral part of Monon Wealth Management since the firm was founded in 2014 and is dedicated to delivering the high level of service and personal attention our clients value. As a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience in the financial services industry, Stephanie works closely with clients and business partners to help create thoughtful, personalized planning experiences centered around each client’s long-term goals.
Her focus is on helping clients navigate important financial decisions with clarity and confidence, particularly in the areas of retirement and legacy planning. Stephanie believes meaningful financial planning is about more than numbers — it is about building trusted relationships and helping clients feel informed, supported, and empowered throughout their financial journey.
Stephanie earned her undergraduate degree from Indiana University and lives in Carmel with her husband, Corey, and their two dogs. Outside the office, she enjoys exploring the Monon Trail, gardening, discovering local restaurants, and traveling to national parks across the country.
