Stefany Berrocal

Stefany Berrocal
Assistant Vice President Wealth Advisor Associate Truist Bank

OneTown Center Road

Suite 200,

Boca Raton, FL 33486

stefany.berrocal@truist.com

Phone 561-955-7044

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About me

Background

Stefany Berrocal is a Wealth Advisor Associate in Boca Raton, FL. Stefany helps deliver thoughtfully integrated solutions across financial planning, investment, lending, banking, trust, and estate needs. The practice also places a strong emphasis on next generation education and family governance, offering a comprehensive, team based approach shaped by more than 50 years of combined industry experience.

Stefany brings more than eight years of experience working with affluent individuals and families within the wealth management space. She is passionate about financial education and creating exceptional client experience. She values building meaningful relationships with clients and their families, taking the time to understand their goals, dynamics, and unique complexities so they can be supported by the team’s guidance.

Stefany earned her Bachelor of General Business from Florida Atlantic University and is a 2024 graduate of the Florida Trust School.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

General Business, B.A.
Florida Atlantic University 2025

Personal Interests

Originally from Peru, Stefany enjoys traveling, cooking, hiking, CrossFit and spending time with her family, friends, and her rescue dog, Jade.

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