Stefanie Evenden

Biography

Stefanie Evenden, known as "Stefanie," serves as an Internal Advisor Manager at Trustage Wealth Management Consultants partnered with LPL Financial. She leverages her extensive experience in financial advising, compliance training, and estate planning to offer exceptional guidance to clients, specializing in trust-owned life insurance and annuity platforms.

Professional Expertise and Industry Impact

Stefanie's notable experience includes significant roles at Suncoast Credit Union and Achieva Credit Union. Her expertise in growing assets under management and delivering impactful presentations has solidified her reputation as a leader in financial services, evidenced by her impressive referral growth and award recognitions.

Educational Background and Professional Credentials

Stefanie holds a Bachelor of Science degree from Florida State University. She is licensed with FINRA Securities 6, 7, 66, and Florida 215. Her continuous pursuit of excellence is highlighted by her membership in the Women of Distinction Board and other accolades, underscoring her dedication to the financial industry.