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Stacey Williams

Stacey Williams

Senior Client Relationship Manager

Stacey is the Senior Client Relationship Manager and specializes in making your client experience a memorable and easy journey. As the director of first impressions, Stacey heads up our client service platform, plays an integral role in the operations of the company, and works actively with our compliance and oversight teams. Stacey’s career spans 30 years in the banking and financial services industry. Additionally, Stacey lives locally, as she has her whole life, with her husband, son and beloved pets. Her interests include gardening and cooking in her spare time.