Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Stephanie McCurdy

Senior Vice President–Wealth Management

Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning.  She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. 

Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution.  She began her long career at The Ohio Company and then joined McDonald Investments in 1994.  In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction. 

She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International. 

With her free time, Stephanie enjoys golfing, working out and spending time with her family.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Business Administration, The Ohio State University
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 855-8797

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