Stacey Hytree

Why I got into the business:

I pursued a career in financial services to support advisors and clients in building confident financial futures through high-quality service and operational excellence.

Why prospects choose to work with me:

With more than 25+ years of experience, I bring deep knowledge of client processes, making onboarding and account management seamless for new clients. With more than 25 years of experience, I bring deep knowledge of client processes, making onboarding and account management seamless for new clients. My background includes over two decades of diligently servicing clients in the financial industry, including my previous role as a Branch Office Administrator in both Ohio and Virginia. Since joining Raymond James in April of 2022, I have continued to focus on delivering exceptional service and operational support.

Why clients stay with me:

Clients appreciate my efficiency, thoroughness, and dedication to solving problems quickly and accurately.

What sets me apart:

My decades of behind-the-scenes expertise and my ability to manage complex client service needs set a high standard for reliability and client care. Prior to my transition to Resolute Private Wealth, I served as a Branch Office Administrator in both Ohio and Virginia. In my current role as a full-time Client Service Associate, I handle all areas of client service, including account opening, processing maintenance requests, and helping with a diligent client experience start to finish. My goal isn’t just to provide answers, it’s to build confidence that lasts for years.

I have lived in Lynchburg for the past 10 years with my daughter, Emelia, and our dog, Carlos.