Stefanie Pontlitz

Stefanie Pontlitz serves as Chief Operating Officer of Pontlitz Asset Advisors, bringing a unique blend of financial services industry expertise and executive leadership. Her experience in the financial industry dates back to 2005, beginning as a teenager volunteering in her father’s and grandfather’s financial practices—where she developed a deep appreciation for client relationships and long-term financial planning. She later spent five years as a Financial Advisor at AG Edwards and three years as a Team Lead with Chase Financial Services, further strengthening her foundation in investment guidance, client service, and operational leadership.

Stefanie’s career also includes significant executive roles in the nonprofit sector, where she led complex organizations with a focus on strategy, growth, and community impact.
A Pasco County native, Stefanie graduated Cum Laude from Florida State University and remains deeply committed to her community.

In her role at Pontlitz Asset Advisors, Stefanie focuses on operational excellence, strategic growth, and delivering a personalized, client-first experience—combining her financial background with a passion for helping individuals and families navigate their financial futures with confidence.