Phone Number

(971) 209-4513

About Me

Professional
Stephanie Smith is a Senior Investment Advisor Representative and Partner at Keudell Morrison Wealth Management. Stephanie is focused on assisting the next generation, including families and young professionals with investing, saving and planning for the future. Stephanie graduated from Oregon State University with a B.S. in Accounting and International Business. She began her career in 2002 at a regional public accounting firm auditing clients in the financial and healthcare industries. After four busy seasons, Stephanie joined the private sector working for Nike in various accounting and finance roles. She joined Keudell/Morrison Wealth Management in August of 2013 after relocating to Salem.

Personal
Stephanie and her husband, Walter, have a daughter, Reagan, and two sons, George & Logan, that keep them busy with various school and sports activities. The most recent addition to the family is an Australian Labradoodle puppy named Adley. In her spare time, Stephanie also enjoys golfing, reading, boating, and traveling.

Education

  • B.S. International Business and Accounting, Oregon State University