As Chief Marketing Officer, Stacy is responsible for the firm’s overall marketing strategy including print and social media, advertising, public relations, event planning and outreach to professional advisors in the legal and accounting communities. She also works with clients of the firm, overseeing the delivery of Chevy Chase Trust services and resources. Stacy joined the firm in 2006 as a Wealth Advisor focused on new business development and advising clients on investment and wealth management strategies.
Prior to joining Chevy Chase Trust, Stacy had her own financial services practice for 15 years providing investment, insurance, and retirement planning services for wealthy individuals and law firms. She began her financial services career with the Wallace Financial Group in Bethesda, which later became the Commonwealth Financial Group.
Stacy earned her undergraduate degree from the University of North Carolina at Chapel Hill. She serves as Treasurer of GirlsUp, a program for pre-teen girls focused on building self-confidence, self-awareness and self-protection. Additionally, Stacy serves on the Advisory Board of the Community Foundation in Montgomery County, and is co-chair of Washington, D.C.’s 50-50 Women on Boards, a global campaign to reach gender parity on company boards by the year 2050. She is also a 2020 graduate of Leadership Greater Washington.