Stacey joined Nvest Financial with the merger of Safe Harbor Retirement Planning and Nvest. Originally joining Safe Harbor in 1997, Stacey served as the Safe Harbor Director of Operations and Client Service. With the Nvest merger, she continues to serve in a similar capacity as it pertains to Safe Harbor clients.
Stacey coordinates and maintains client accounts, responds to client inquiries and follows up on outstanding issues, ensuring smooth transitions between the two firms and providing superior and seamless customer support. She has been pivotal in the understanding of clients’ personal needs throughout the merger.
Passionate about her commitment to clients, Stacey’s enthusiasm and dedication is evident in everything she does, every day. She acts tirelessly on the belief that you “treat people the way you want to be treated, with respect, kindness, honesty and patience,” which fits nicely with the Nvest approach to client services.
Stacey is a graduate of Emerson College in Boston and is a native of the North Shore, Massachusetts where she still resides with her husband, son and dog.