Stacey is responsible for scheduling and assisting wealth management teams with annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Education
Kennesaw State University, B.S., Criminal Justice & Legal Studies
Emory University, Continuing Education grad, Paralegal Studies
How do you do good in your community?
I encourage and support outstanding women (and a few men) from all walks of life to run for public office.
Where did you grow up? Where do you live now?
I was born and raised in Brooklyn, NY. Metro Atlanta has been home for over 20 years.
What’s a destination in the world that you aspire to visit?
North America, from sea to shining sea in a camper with my Yorkies, Rascal & Willie.
How do you caffeinate?
With lots of strong black coffee.