Branch Operations Manager
In her role as branch operations manager, Stacy oversees all aspects of client servicing, administration and operations for Grooms Wealth Management.
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 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 an LPL Financial-affiliated office in Sacramento, CA and joined Grooms Wealth Management in 2009 as part of her move to Marin 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, road trips, her family cottage in Northern Michigan and anything Italian.