Regan Stanfield, CFP®, CPWA®, CEPA®

Ms. Stanfield joined RBC Rochdale in 2019 and has over 20 years of experience in the financial services industry. She is responsible for working closely with the firm's clients through relationships with financial professionals, CPAs and estate planning attorneys in the Southeast Region.

Ms. Stanfield previously worked at Triad Advisors as a Compliance Specialist overseeing client investments. Prior to that, Ms. Stanfield was an Assistant Vice President at a non-traded REIT where she was responsible for educating and marketing alternative investments to financial advisors.

Ms. Stanfield earned her B.S.B.A. from Auburn University and her M.B.A. from Georgia State University. Additionally, Mrs. Stanfield is a CERTIFIED FINANCIAL PLANNERTM. She also holds the CPWA® designation, completing the coursework through the Yale School of Management. CPWA® focuses on advising families with greater than $5mm in assets. Mrs. Stanfield is also a Certified Exit Planning Advisor ® credentialed through the Exit Planning Institute.