As a Client Service Associate, Stacey provides support to portfolio managers and serves as a point of contact for clients and their accountants and attorneys. Stacey is responsible for daily account maintenance and administration.
Stacey joined Boston Financial Management in 2011 as the Client Service Administrator and quickly transitioned to the Client Service Associate role.
Stacey earned a Bachelor of Arts degree in Business Administration with a concentration in Marketing from the John F. Welch College of Business at Sacred Heart University. She is in the process of taking classes at Cannon Financial Institute Trust School to earn her Certified Trust and Financial Advisor designation.
Stacey enjoys sports, playing the guitar, traveling to different parts of the world, and spending time outdoors with her dogs.