A culture of service From a collaborative, family team
Stacy is methodical, precise and detail-driven – making her the perfect person to head up our client service operations team. She sets the tone for each client’s experience, and is tenacious when it comes to tracking down answers to client questions and concerns. She does this by listening to clients to uncover what they want to accomplish, handling the details for them, and helping them coordinate account activities.
Stacy tackles complicated client service requests, and is frequently on the phone or elbow-deep in paperwork to advance client issues. Her attention to detail and organization make our entire firm better, and the team relies on Stacy to navigate our sophisticated software and Raymond James back-office systems to solve problems and clarify information for clients.
Stacy has a laser focus with client service issues, whether she’s processing important paperwork or developing new systems to streamline our processes. She considers efficiency, thoroughness and accountability traits that are integral to her work as she oversees day-to-day operations and implements process improvements.
Licensed to handle financial transactions, Stacy holds Series 7 and 66 licenses as well as a Pennsylvania insurance license. She is also a graduate of Mount Aloysius College, earning a bachelor’s degree in business administration.
Stacy and her husband, Troy, live in Duncansville with their son, Dylan, and daughter, Jenna. In her free time, she also volunteers at Foot of Ten Elementary School and is currently an active participant on a playground improvement project.