Stacey has been in the financial services since 2002, offering additional experience in our effort to serve clients.  Stacey focuses on strategic client duties for the team. She also concentrates on working with the next generation and beneficiaries, and helps facilitate seminars designed to help clients and advisors discuss a variety of topics. She is committed to providing an exceptional level of service, having done so since joining Merrill Lynch Wealth Management in 2006. Stacey is a native to South Florida and currently lives in Port St. Lucie.  When she is not working with clients, she enjoys spending time with family and friends, hiking in Maine, and loves live music.

Drawing on more than 20 years of industry experience, Karen is often the first line of contact on a wide range of administrative and operational services. A consummate professional, she is committed to providing each client with the highest level of personal service and integrity.

From the largest task to the smallest request, Karen works diligently to exceed client expectations. Her primary responsibilities include onboarding new clients, ensuring client account information is up to date, and performing operational tasks that support Scott in the day-to-day management of his wealth management practice.

Karen graduated from Broward College in 1997 and began working at A.G. Edwards soon after. Her career has taken her to Janney Montgomery Scott, Raymond James, Merrill, and Morgan Stanley, with each opportunity providing new skills and knowledge. She rejoined Merrill in 2021 and continues to maintain all of her FINRA registrations, which include Series 7, 9, 10, 63 and 66. She also has her life, health and variable annuity licenses as well.

Born in England, Karen moved to the U.S. at the age of seven, living in Florida and Pennsylvania. She now lives in Palm City with her family. An animal lover, Karen has horses, dogs, and cats.