Stephanie M. Wei is a financial professional with over two decades of experience advising high-net-worth individuals and families on complex investment strategies, wealth preservation, and risk management. Her mission is to help clients confidently steward their wealth, whether they are navigating new liquidity, preparing for a legacy, or confronting financial fears, with clarity, care, and strategic foresight.

A Chartered Financial Analyst® charterholder since 2002, Stephanie’s expertise is in tax-efficient diversification strategies for concentrated stock positions. She brings a global perspective and deep institutional knowledge to her role within Ashton Thomas.

Stephanie’s approach is deeply client-centric. She is particularly passionate about empowering women, professionals of color, and first-generation wealth builders by providing access to the kind of tailored, unbiased financial guidance that has long been less available to these communities. As a trusted advisor to her clients, she emphasizes education, accountability, and a values-based framework for decision-making.

Stephanie began her career at the Federal Reserve Bank of New York as a bank examiner before transitioning into wealth management leadership roles at Wells Fargo. Over a 19-year tenure, she rose to the level of Managing Director, where she led the development and distribution of customized investment solutions, advising financial advisors and private bankers nationwide.

In 2020, Stephanie served as Managing Director of Client Experience at ImpactAssets, a leading donor-advised fund specializing in impact investing. In 2022, she joined Merrill Lynch to work directly with HNW clients, helping individuals and multigenerational families implement tax-efficient strategies to grow, protect, and transition wealth.

Stephanie holds a BA in International Political Economy with High Honors from UC Berkeley, where she was elected to Phi Beta Kappa, and a Master’s degree in International Relations from The Fletcher School at Tufts University. She is a member of the CFA Society of San Francisco and Financial Women of San Francisco. A former violinist, she has performed with the UC Berkeley Symphony and remains active in supporting arts, education, and financial literacy initiatives. She currently serves as Secretary of Medcetera.org, an organization focused on equity in healthcare and scientific innovation, and has joined the Board of Directors of Savvy Ladies, a nonprofit dedicated to empowering women through financial education.

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.