Stephanie A. Ricketts Director of Client Services & Senior Relationship Manager
Experience
After college graduation, I first gained trust and estate settlement experience as a Trust Advisor in the Private Client Services division of a national bank and was later promoted to VP/Investment Specialist. After 12 years there, I joined DVI as a Relationship Manager. In 2020, I was promoted to Manager of Client Services and Senior Relationship Manager. My current role is Director of Client Services and Senior Relationship Manager.
Credentials
Certified Financial Planner® (CFP®)
Education
Bachelor of Science in International Business with a Minor in Finance from Bradley University & Masters of Business Administration from Bradley University.
What are the values that drive you in your professional and personal life?
In both my professional and personal life, I value honesty and integrity, positivity and authenticity, hard work and conviction. I try to be a good role model for my kids and lead by example.
What is your favorite thing about DVI?
Many of my co-workers also are friends. The Associates of DVI are loyal, caring, smart and generous. I am surrounded and supported by really good people.
Tell us one thing about you that might be surprising:
I plan to soon start taking piano lessons. I took them as a kid but didn't stick with it. My mom always said I'd be sorry that I quit and she was right.
