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Financial Advice That Makes the Complex Simple

Meet Stacy

In her role as branch operations manager at Carson Wealth, Stacy oversees all aspects of client servicing, administration and operations.

After graduating from St. Mary’s College in Notre Dame, IN and living in Milan, Italy, she entered the financial services industry in 1999 working for Prudential Securities in La Jolla, California.  She soon became licensed as a registered assistant, overseeing the fixed income investing and client servicing for several time share/HOA clients including Marriott, Ritz Carlton and the Four Seasons properties.

She eventually moved on as a branch administration manager for the La Jolla, CA Smith Barney branch until she was given the opportunity to partner up with a top tier financial advisor at Wachovia Securities, managing predominantly ultra-high net worth and institutional clients.

Stacy joined the team in 2009 as part of her move to the San Francisco Bay area to live closer to family.  She lives in Greenbrae with her young daughter and regularly enjoys all the beauty and outdoor adventure that Marin County offers.  She loves sports, hot weather, spending time with local family, wine country, camping, her family cottage in Northern Michigan and anything Italian.

Favorite Food:

Sushi and anything Italian

Greatest Accomplishment:

Becoming a mother

Bucket List:

Swimming with stingrays and dolphins

Place would like to visit:

Tahiti