Our Qualifications

Our Team offers experienced professionals with impeccable credentials in each of the financial areas we serve. Come meet any of us:


MARILYN STEFANS, CFP®:

Marilyn Stefans is a Registered Representative of Walnut Street Securities, Inc. (member FINRA and SIPC)and an independent Certified Financial Planner® Professional. She is a Federally Authorized Tax Practitioner qualified to practice with the Internal Revenue Service. Her Licenses and Designations include:


  • Series 7,24,63 and 65
  • Certified Financial Planner® certificant
  • Enrolled Agent qualified before the Internal Revenue Service
  • Life, Accident and Health Insurance licenses
  • M.B.A. Finance and Banking

Ms. Stefans has extensive experience in Consumer and Small Business lending (Mortgage and Loans) as a past Administrative Consultant/Project Manager at the former NatWest Bank. She has been an adjunct faculty member, teaching Taxation and Financial Planning at CW Post College of Long Island University.


DONNA STEFANS, JD:

Ms. Stefans is an attorney who brings her background of law to our financial services firm. She is also a Registered Representative with Walnut Street Securities, Inc., (member FINRA and SIPC) and holds Series 6, 7, 63, and 65 licenses. She concentrates in:


  • Individual Financial Management
  • Estate Planning
  • Eldercare Planning
  • Long-term Care Planning and Medicaid
  • Estate Tax Planning
  • Real Estate Issues

In addition, Ms. Stefans is licensed to practice law in the States of New York and Florida. Ms. Stefans received her B.S. in Finance from the University of Scranton and her Juris Doctorate from Touro Law School. Ms. Stefans is a member of the National Academy of Elder Law Attorneys (NAELA), Columbian Lawyers Association, Suffolk County Women's Bar Association and the Nassau and Suffolk County Bar Associations.



  




Stefans Associates and Walnut Street Securities, Inc. are unaffiliated entities. WSS does not offer tax or legal advice. Each firm is independently responsible for the products and services it provides.