Bio

Stacy joined DeVoe & Company in 2019. She brings more than 20 years of financial services marketing and communications experience encompassing financial advisor, brokerage, mutual fund, and financial technology. Stacy has led marketing teams at leading firms in the financial advisor industry such as Charles Schwab, AssetMark, and SS&C Advent. During her time at Schwab Advisor Services, she worked on the development of a new Schwab Advisor Network program to match advisors with high net-worth clients and also developed materials, whitepapers, proposals, and presentations to support the 100+ sales person organization working with RIAs. At AssetMark, Stacy spearheaded the company’s public transition from Genworth Wealth Management and developed communications to support advisors in sharing investment strategy information with clients. Stacy also drove growth in Black Diamond Wealth Platform’s advisor clients during her time at SS&C Advent. Earlier in her career, she held positions at a mutual fund company and a mutual fund trade publication. Stacy has a B.S. and B.A. from Boston University where she graduated Summa cum Laude in Advertising and Mass Communications and Magna cum Laude in French.