Client Service Associate

Stacy joined MCM in 2020 and is based out of the Bonita Springs, Florida office. Prior to joining the firm, Stacy spent over 12 years with Ascendant Wealth Management and has over 22 years of experience in the financial services industry, including banking, investments, and wealth management. She holds a BS in Chemistry from Northeastern. Stacy focuses primarily on opening accounts, fulfilling client service requests, and providing support to portfolio managers.

Stacy enjoys cooking, reading, swimming, dining out with friends and traveling.