Our Associates

 

Kristen Domiano

Client Services

Phone: 631-979-6000 
Fax: 631-979-6023 
E-mail: 

 

Kristen has worked in the financial industry since 2001.  Kristen joined Branch Financial Services, Inc. in early 2015 as a Registered Service Associate, and has never looked back.  Her many years of experience working alongside successful financial advisors with high-net-worth clients made her a perfect fit at Branch Financial Services, Inc., where is in total control of the back office of this very prominent Registered Investment Advisor.  She keeps a composed attitude both before and after conventional business hours, and regardless of her workload, she radiates happiness and professionalism. She receives praise from our clients as well as her peers because of these factors. Kristen skillfully handles her role by striking a balance between our firm's regulations and processes and the demands of clients.

Over the course of her more than 20-year career, Kristen has cleared restricted securities, aided with initial public offerings, and provided support to several institutional and retail customers, including international, corporate, trust, and retirement plan clients, to mention a few. To name a few of her responsibilities, Kristen is in charge of carrying out customer requests for transactions, including making trades, sending money, organizing rollover needs, doing research, accepting and delivering securities, and checking trade information.

Kristen holds series 7 and series 63 securities registrations.

Kristen and her husband, Michael, reside in Miller Place with their daughters.  Kristen has volunteered for the American Heart Association and avidly supports local causes like Big Brothers and Big Sisters of Long Island as well as the Cystic Fibrosis Foundation.  Kristen also teaches religious education in her community as well as volunteers as a Girl Scout troop leader.

Her favorite activities while she’s not at work are the New York Mets, gardening and spending time with her family, which includes her two rescue dogs, Luca Brasi and Penelope.

 

Stephanie Gress

Client Services

Phone: 631-979-6000 
Fax: 631-979-6023 
E-mail: 

Stephanie joined Branch Financial Services, Inc. in early 2020 as a Service Associate. She recently returned to the financial industry to re-join Harlan's practice after a successful career as a museum curator and grant writer. Stephanie was Harlan's first full-time associate in the early days of his financial practice, so this is a joyful homecoming for her.

She is not only happy to return to Branch Financial Services, Inc. but to the exciting world of finance. Stephanie truly enjoys every aspect of working to help our clients achieve success and welcomes the challenges that come with her position.

Stephanie earned a bachelor's degree cum laude from the State University of New York at Stony Brook where she also received the departmental “Award for Academic Excellence” and a Stony Brook Foundation Scholarship. Stephanie went on to earn her master's degree at Stony Brook as well.

Stephanie and her husband Michael reside in Nissequogue. Stephanie was a prior member of the Head of the Harbor Village Planning Board . She has also served as a board member for Gallery North in Setauket since 2015. Stephanie and Michael are supporters of many local arts organizations including Gallery North and the Museums at Stony Brook.

Stephanie's passion for the arts and history is inspired by her surroundings as a life-long resident of historic Saint James, New York. Stephanie became the published author of a local history book with her June 2015 publication for Arcadia Press: “Eagle's Nest: The William K. Vanderbilt II Estate.”