Stefanie Beach

Stephanie N. Beach

Infinex Investment Consultant

Main Office

Gloucester
6793 George Washington Memorial Highway
PO Box 726 (mailing)
Gloucester, Virginia 23061
Williamsburg
4804 Courthouse Street, Suite 1A
Williamsburg, Virginia 23188
Direct
757-253-9088
Fax
757-253-1075
Connect On LinkedIn

About Stephanie


Growing up, Stephanie's grandmother instilled in her that it's important to make wise financial decisions. When it was time to make a career decision, she knew her grandmother's sound advice would be put to good use by assisting others with their financial needs. With nearly two decades in the financial service industry, she enjoys helping clients through the process of creating a customized investment plan to meet their individual needs. Whether they are individuals looking for tax-deferred* growth or a business owner wanting to offer employees an attractive benefit, she can help navigate the complex choices available. Stephanie’s financial services career began in 1998. She worked her way through successive managerial positions as operations manager and compliance officer before coming to Chesapeake Wealth Management. Her experience includes financial consulting and planning, regulatory compliance, oversight of federal and state examinations and audits, staff training and development and broker acquisitions. She holds Series 24 (General Securities Principal), Series 7 (General Securities), Series 63 (Uniform Securities Agent) and Series 65 (Uniform Investment Adviser) registrations, as well as life and health insurance and variable annuity licenses. Stephanie is a past Team Captain for the Relay for Life of Newport News chapter to support the American Cancer Society and is active in a number of other volunteer initiatives to assist animals in need. Stephanie enjoys gardening and being outdoors. She grew up in Hampton Roads and loves being close to family. Stephanie lives in Gloucester with her husband Aaron and their two rescue beagles Barney and Bella.

“Success has nothing to do with what you gain in life or accomplish for Yourself; it's what you do for others.” - Danny Thomas

CWM Team page

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC Chesapeake Wealth Management is a subsidiary of Chesapeake Financial Shares. Infinex is not affiliated with either entity.

  • Not a deposit
  • Not FDIC Insured
  • Not insured by any government agency
  • Not guaranteed by the bank
  • May go down in value