Senior Client Service Representative
Stacey is the liaison between our clients and their wealth advisors. She is dedicated to making sure every client's needs are taken care of with the highest level of quality. Whether preparing the paperwork for new accounts, overseeing the process of transferring assets, or establishing and monitoring the operational side of client investment accounts, she does it with a keen eye for accuracy and efficiency. Stacey’s attention to detail makes her the perfect person to prepare and proofread reports, as well as check documentation and electronic data for errors. Stacey ensures the quality of our client’s experience and keeps things running as seamlessly as possible. She spends time with her husband, daughter, and dog when she is not working.
- Bachelor of Science Degree in Psychology
- Master of Arts Degree in Counseling
She uses her education to help others through life transitions, including developing plans to take care of ourselves and our families for the future.