Stephanie Carreras

Vice President, Senior Wealth Advisor

Stephanie Carreras is a Senior Wealth Advisor in the Southeast Region. With over 30 years experience in the financial industry, she has spent the last 15 years advising clients on how to achieve their financial outcomes. Prior to joining Calamos Wealth Management, she was an advisor working closely with clients on their financial goals at Signet Financial, TD Ameritrade and Merrill Lynch. She has worked directly with high-net-worth individuals and families, institutions, endowments and foundations. Stephanie is passionate about helping clients through the process of maintaining and growing their wealth through a comprehensive wealth planning process. Her experience in understanding the objectives and needs of each of her clients is invaluable in navigating clients through the many market cycles on their wealth journey.

Stephanie has a BA in Economics and Sociology Anthropology from Colgate University. She is an active alumnus and participates in the Alumni Students of Color. She also gives time and resources to the local humane society.