Lacy Elkins

Lacy supports the team by helping coordinate day-to-day operations and fostering a welcoming experience for clients. Her work with Helius Wealth Management focuses on understanding the needs of colleagues, anticipating potential challenges and helping the practice operate smoothly and efficiently.

Her approach emphasizes organization, communication and personal connection. She enjoys working with different personalities, building relationships and helping others feel at ease. Lacy takes ownership of her responsibilities and strives to be a dependable resource for the team.

Lacy joined Raymond James on August 10, 2026. She was drawn to the investment services field by the opportunity to work with people, build trust and contribute to work that can have a long-term impact on their lives.

Organized and people-oriented, Lacy is comfortable managing multiple priorities while looking for ways to improve processes. She brings an outgoing, personable communication style to her work and remains attentive to the experience the team creates for clients.

Originally from Texas, Lacy spent 10 years in Washington state before moving to Florida in 2025. She lives in Palm City with her two bearded dragons and enjoys boating, camping, traveling, attending concerts, reading and listening to audiobooks. She also values time with friends and family, especially her son, Trip.