Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Fiercely determined and passionate, Stephanie Buchanan is uniquely equipped to make things happen for her agents. She spent her college years and 20s auditioning, traveling, and performing in musical theater productions, working as a nationally touring musical theater actress.
After 10 years of performing, she decided to use her skills in marketing and sales, honed over summer internships, to explore a new career path. Her theater background and sales experience soon lent itself to discovering insurance brokerage, where she has worked her way from a broker’s assistant to lead broker and now broker, AVP in a few short years.
Buchanan has harnessed her creativity and drive into building a successful book of business. Training under the mentorship of MJ Hall’s top-producing broker, she has continued to evolve and diversify her book.
Competitive by nature, she believes that her hard work will ultimately pay off for her clients. Buchanan has utilized her marketing skills to deepen her relationships with her agents when in-person meetings were not an option, notably through monthly newsletters and even handwritten correspondence.
When she’s not working, she can be found spending time with her two kids, Lydia and Ben, or on the golf course with her husband, Steve.
1550 West Fremont Street, Stockton, CA 95203
209 870 3963
sbuchanan@wholesure.com
linkedin.com/in/stephanie-buchanan-294066126
wholesure.com/
Stephanie Buchanan
Broker, Assistant Vice President
Wholesure
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2016–2018
2018–2020
2020–2024
2024–present
2018–2025
Assistant Underwriter at Scottish American/Novatae
2016–
2018
Producer/Broker at Scottish American/Novatae
2018–
2020
Lead Broker at MJ Hall & Company
2020–
2024
Broker, Assistant Vice President at Wholesure
2024–
present
Executive Vice President at RT Specialty
2018–
2025
Milestones
Milestones
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