Financial Services Outsourcing Solutions’ founder, Stephanie Platt, has been in the Financial Services industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series 7, Series 66 and Life/Annuity licensed. Stephanie has worked in many different capacities in the industry giving her an advantage in being able to service your company’s needs. FSOS was built on the belief that outsourcing your customer management is the best way to keep you with your client base. It’s important for your client to always feel like they have someone there for them, especially when you are dealing with what could be their livelihoods.

Stephanie lives in Berlin Center, Ohio, with her husband. Stephanie is a native of Twinsburg, Ohio, and she graduated from Kent State University with a degree in finance and economics. She has owned and operated FSOS since April 2007, and more recently has been certified as a professional coach with the John Maxwell Team. Her specific skill set in advisory operations, client management and project management helps her provide the best services to independent financial advisors.