Stephanie M. West, CFP®

Stephanie M. West, CFP®
Advisor, Wealth Management
414.509.1325

Specific experience

  • Registered Client Relationship Associate at Robert W. Baird & Co.
  • Financial Associate at A.G. Edwards & Sons, Inc.
  • Legal Assistant at Gray & Associates, LLP

Industry involvement

  • CFP® professional
  • Financial Planning Association member

Education

Robert E. Cook Honors College, Indiana University of Pennsylvania

BA

 

DePaul University

Certificate in Financial Planning

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.