Trey J. Stone

Trey serves as an Operations Specialist at Vertrix Wealth Management.

He supports the firm’s advisors and internal team through account management, operational coordination, and detailed documentation processing. His work helps ensure client accounts are opened, transferred, and maintained accurately and efficiently. By keeping workflows organized and consistent, he plays an important role in supporting the firm’s ability to deliver a high standard of service. His approach is disciplined and detail-oriented, with a strong emphasis on accuracy, responsiveness, and follow-through.

Trey focuses on operational support, account servicing, and workflow management. He assists with custodial coordination, account maintenance, and process tracking to help ensure day-to-day operations run smoothly. With a strong analytical foundation and commitment to continuous improvement, he contributes to the structure and efficiency that supports both advisors and clients. As he continues to grow in the financial services industry, he remains focused on expanding his knowledge and strengthening operational processes that enhance the overall client experience.

He earned a Bachelor of Arts in Economics from Michigan State University, with minors in Business and Law.

A native of Howell, Michigan, Trey enjoys staying active and following sports. When he’s not working, he can often be found watching a game, spending time with friends and family, or finding ways to stay competitive outside the office.