Stacey is a Senior Client Service Associate in the High Net Worth team, a group that specializes in working with clients with over $4 million in investment assets. Stacey provides direct support for senior members of the High Net Worth team. She also serves as a point person between clients, custodians, accountants, and attorneys.
Prior to joining the firm in 2022, Stacey worked at Boston Financial Management as a Client Service Associate for 11 years. She supported several Wealth Managers in all aspects of account onboarding and administration.
Stacey earned a bachelor’s degree in Business Administration from the John F. Welch College of Business at Sacred Heart University in Fairfield, Connecticut. She lives in Wilmington with her husband, young son, and dogs. In her spare time, Stacey enjoys traveling, being outdoors, listening to music, and boating on Cape Cod.