Stacy joined Thompson Wealth Management in April, 2013 bringing with her a very long history of customer service expertise. Stacy prides herself on getting her initial training in the field of customer service directly from Walt Disney himself. Her very first job, while still in high school, was at Walt Disney World in Orlando, FL. It was there that Stacy learned and embraced Mr. Disney’s philosophy of excellence in service at every level. She has made it a long time and personal goal to apply that philosophy to all that she does.
She has always had a desire to help others in any way possible and began her career out of college fundraising for children’s charities. She spent many years in that capacity helping to raise money for children in her community for Children’s Home Society of Florida, Inc. Stacy has also donated much of her personal time and experience to other local charities in their fundraising efforts and currently serves on the board of Promise Inc., a non-profit organization that will provide an independent living environment to adults with special needs. Also prior to joining the Thompson Wealth Management Team, Stacy served as Professional Relations Manager for Southeast Tissue Alliance and Public Relations Director for NSI Winter Park, Inc. She received her B.A. degree in Advertising/Public Relations with honors from the University of Central Florida.
As Client Concierge, Stacy is responsible for directing client service initiatives and coordinating communication between Thompson Wealth Management and all clients. As the group's communication officer, she coordinates all press releases, manages the interactive website and oversees scheduling of corporate meetings, conferences, seminars and travel. Her goal is to create a high a quality client experience. She spearheads client events, completes special projects and aids in additional client service related matters.
Stacy is a native Floridian going back several generations. She was born in Melbourne, FL and spent her childhood years in Satellite Beach, FL. A Melbourne resident since 1995 she enjoys spending her free time with her husband, Mark, and their four children Jami, Alex, Chandler and Mackenzie. Stacy also enjoys spending time with friends, reading, walking and doing outreach for her favorite local charities.
Raymond James is not affiliated with the above organizations and/or charitable causes.