Stacey is our newest Wealth Management Assistant at Mainsail Advisor Group, LLC and supports Les and Mike at the firm’s office in Milton, Massachusetts.
Stacey brings with her years of advanced administrative, organizational, and interpersonal skills. She is focused on customer service with excellent oral and written communication ensuring dependable quality and confidentiality. Her responsibilities include, but are not limited to, liaison with the firm’s clients, home office and numerous financial service companies; the establishment and maintenance of accounts, ensuring the integrity of asset transfers, marketing activities, etc.
Stacey was born and raised in Massachusetts and moved to New Jersey for some years to be near family. She is an alumna of “Up with People” in 1986. She has relocated back to Massachusetts in 2020 to settle down and spend more quality time with her loved ones.