Stacy Shearer
Relationship Manager, Client Services Team
Stacy provides comprehensive support to the entire firm by managing several day-to-day operations. Her various duties include managing the firm’s account receivables, processing new client accounts, and account maintenance. In addition to supporting the other relationship managers Stacy is the primary face-to-face contact with client or advisor visits and will go above and beyond to insure our clients and advisers get excellent service.
Stacy is married and has two grown children and one granddaughter. She loves to travel and go to concerts and impatiently awaits the pandemic restrictions be lifted so she can once again enjoy live music and exploring the world; although in the summer her favorite pastime is relishing the time spent at the family lake home. Stacy owned and operated a trucking/freight brokerage company for 13 years - therefore she has high regard for all business owners. In her spare time she dabbles in painting and is still trying to master the art of crocheting.