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Stephanie Shoman

Stephanie Shoman

Director of Operations – South, Financial Professional

Stephanie has been in the financial services industry since 2012 and holds her series 7 & 63, variable, life and health licenses.  Prior to joining Equitable, Stephanie worked for several small businesses in operations management.  

Stephanie runs the day-to-day operations of the Lakeside South office and specializes in new business processing and investment management.  Her goal is to ensure that each client’s financial goals are getting the attention they deserve.  Additionally Stephanie handles the planning and coordination of all Lakeside client events and the general marketing for the firm.

Stephanie dedicates a lot of her time outside of the office to philanthropic work.  Most notably she is a board member and past-president of Junior Women's Civic Club (JWCC) where she chairs the scholarship fundraiser and their annual golf classic event.  Stephanie lives in Akron with her husband, Brian, and their children, Cooper and Tucker.  In her free time she enjoys playing tennis and pickleball.  

Stephanie Shoman is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only.