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Stacey Roberts

Stacey Roberts

Client Relationship Manager

Stacey joined our team in 2015 and is one of our team’s relationship managers.  She works with an assigned group of clients, helping to ensure their needs are met with account establishment, fund requests, changes to accounts, meeting preparation and basic PFV assistance. Stacey's experience also allows her to work closely with our advisors to create and present the best choices for our clients. She currently holds a life and health license and is pursuing further education advancements in leadership and organizational studies. She resides in Needham with her 3 children, PJ, Lyle and Violet and enjoys spending time with her family at their home on Lake Winnipesaukee.