We rely on sponsors to defray the cost of our chapter meetings.   If anyone is interested in being a Silver Sponsor ($1,500), contact Michael Schuster at (561) 866-6073 or Charlie Janes at 650.867.0207.  Sponsor logo will appear on our website and email communications, and will include a short intoduction at the beginning of the meeting.

Stacey began her career at UBS Financial Services, where she analyzed client portfolios and developed asset allocation models aligned with clients’ financial goals and aspirations. In 2014, she decided to pursue a career at Merrill Lynch to work on the liability side. She reunited with Gina at RBC Wealth Management in January 2022, where she is responsible for wealth management planning, investment analysis, and discussing financial solutions with the team. Stacey’s broad experience enables her to view each client through their lens and help determine possible solutions to their needs. She is passionate about delivering a customized client experience through relationship-based engagement and an emphasis on clients’ life priorities. Stacey holds a Bachelor of Science degree in business administration from Long Island University, passed the Series 7 and 66 exams, and holds life, health, and annuity licenses. Stacey is a Certified Exit Planning Advisor® and a Certified Divorce Financial Analyst®. This allows her to provide specialized financial analysis and guidance to clients. 

 Stacey’s office is based in Palm Beach, Florida, where she resides with her husband, Chris, and son, Donny Lee. Stacey enjoys spending time with her animal companions: her thoroughbred horse, Smarty, and her Cavalier King Charles spaniel, Lyla. She also enjoys sports, such as golf and tennis. She is an experienced traveler and volunteers with the local Alzheimer’s Association.

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