Stacey joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. She currently holds the position of Senior Client Service Associate. With over 28 years of experience in the finance industry, Stacey is deeply passionate about delivering exceptional client service and enhancing the overall client experience.
She particularly enjoys interacting with clients and is dedicated to building strong connections with them. Stacey takes great pleasure in assisting clients in any way she can.
In her spare time, Stacey enjoys traveling and spending time with her daughter and grandson.