Client Service Specialist
Our most recent staff addition, Stacy Saavedra is a seasoned client service specialist in the financial services industry with more than 20 years of experience. Stacy has worked with a wide array of clientele as well as with their attorneys and CPAs, providing executive-level support.
Stacy grew up in New York, but has called Florida home since 1993. She recently discovered she is a Daughter of the American Revolution and enjoys attending Marlins baseball games, boating, and spending time with her family.