Stephanie Nava

Stephanie Nava is the Client Service Manager at Assured Concepts Group, where she leads client service initiatives and helps deliver a seamless, high-quality experience for the firm’s clients. In this role, she serves as a key point of contact, ensuring that client needs are met with efficiency, accuracy, and a strong attention to detail.

In addition to managing client-facing responsibilities, Stephanie also supports the firm’s operational infrastructure. She oversees essential processes such as client onboarding, data management, custodial platform support, and internal workflow coordination. Her reliability, organizational strength, and commitment to process improvement make her an invaluable part of the firm’s continued success.