Senior Client Service Representative, Robert J. Ellis Financial Advisors, LLC
Financial Advisor, Raymond James Financial Services
With 15 years in the financial services industry, Lacey is passionate about working with numbers and is committed to providing exceptional customer service. She helps clients understand the importance of saving for retirement and helps reassure them that their financial goals can be pursued through dedicated planning. One of the things Lacey most enjoys about her job is being able to build relationships with clients and see them accomplish important milestones. Friendly and dynamic, Lacey helps address any client concerns, prepares client reviews and is crucial in managing office administrative tasks. In addition, Lacey is part of our Investment Committee, evaluating and preparing our portfolios for potential market moves.
Lacey holds an Associate degree in business administration from Erie Community College. Lacey is also a cum laude graduate from Hilbert College, where she earned her bachelor’s degree in accounting. She has been with Robert J. Ellis Financial Advisors, LLC since 2006 and proudly joined Raymond James in 2018. In addition to holding a Series 7 and Series 66 license, Lacey is now studying to obtain Series 9 and Series 10 licenses. These licenses will allow Lacey to assist Bob and Chris with Branch Manager duties for compliance related issues.
Born and raised in Angola, Lacey lives in her hometown with her husband, Chuck, and their children, Mason, Charles, and Brooke. She enjoys spending time with her family, gardening, traveling, and attending car shows in the summer months.