• Onboarding Advisors with LPL Corporate Platform Transitions
• Opening new accounts and transferring assets
• Troubleshooting account issues
• Assist onboarding Advisors with operational issues
Stacey has several years of administrative experience in the financial industry and is committed to delivering attentive and professional service.
In her free time, Stacey enjoys camping, fishing, working out and creating art. She has four children that are always adding a bit of excitement to her life.