Taylor De Stefani Client Service Associate

Taylor De Stefani thrives on creating exceptional experiences for Opal’s clients. With a natural talent for anticipating needs before they arise, she ensures that every client interaction reflects the firm’s commitment to white-glove service. Taylor seamlessly manages client onboarding, account maintenance, and day-to-day inquiries while providing crucial support to Opal’s advisory team. Her organizational skills and ability to prioritize effectively in fast-paced situations allow the advisors to focus on what they do best—helping clients achieve their financial goals. 

“I pride myself on fostering strong long-term relationships with my clients, anticipating their needs and providing a personalized white glove service that creates everlasting trust and peace of mind.” 

Before joining Opal, Taylor served as a Senior Project Manager at Guidepoint Global for over four years, where she managed relationships with institutional investment firms ranging from $100MM to $59B in assets. This experience honed her ability to collaborate across teams while ensuring flawless execution of client deliverables. Taylor holds a Bachelor of Business Administration from Baruch College of the City University of New York. 

Outside of the office, Taylor enjoys quality time with her fiancé and their dog, Ace. An avid outdoor enthusiast, she spends summers on the water and winters on the ski slopes, reflecting her lifelong appreciation for an active lifestyle and family connections.