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Stacy is a Senior Associate in the Bonita Springs office. Her primary responsibilities include client support, account maintenance, and assisting in portfolio management activities.
Prior to joining Cerity Partners, Stacy served as a Client Service Associate at Maryland Capital Management. She also 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.
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