Jocelyn Stephens

(Pronouns: she/her/hers)

As a Client Service Associate, Jocelyn works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jocelyn is able to provide our clients with worry-free solutions to some of their daily stressors.

Jocelyn received her Bachelor of Science degree from Boise State University in chemistry. Prior to joining Coldstream, Jocelyn worked a variety of roles in healthcare before shifting her attention to wealth management. She played Division 1 soccer in college where she developed her leadership, communication, and teamwork skills. Jocelyn looks forward to starting her career in the financial services industry.

MOST TREASURED THING I OWN

Family scrapbooks! My mom and grandma make scrapbooks for all sorts of things – family trips, baby books for my brother and I, wedding books, sports memories and I love that I can look back at so many family memories!

ONE PIECE OF ADVICE

You miss 100% of the shots you don’t take. This is generally thought of as a sports quote, but I find that it applies to many other life situations.

HOBBIES

Spending time with family and friends, running, skiing, and playing soccer. I also love watching sports – my favorites are soccer, football, hockey, and golf.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.