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TruEdge Stephanie West

Stephanie West
Director of Operations, TruEdge

Stephanie West brings over 15 years of experience in financial operations and supervision to her role as Director of Operations at TruEdge. She plays a key role in optimizing day-to-day processes, enhancing operational efficiency, working towards seamless advisor support across the platform.

A registered Securities Principal, Stephanie’s background spans across transfer agency oversight, broker-dealer operations, and advisory firm management. Her leadership helps ensure TruEdge delivers reliable, scalable operational solutions that drive advisor productivity and client satisfaction.

Dependable support behind every great advisor.

Let’s streamline your business together.

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TRUEDGE Asset Management, LLC is a federally registered Investment adviser under the Investment Advisers Act of 1940.

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