Stacy Matthews is a Senior Vice President and Relationship Manager for Lenox Advisors who joined the firm in 2008. She provides independent counsel to both private clients seeking wealth management resources, and to corporate clients requiring benefits management. Her vast knowledge and experience help her provide clients with comprehensive, holistic guidance across a broad spectrum of investment, allocation, and risk management, as well as tax, retirement and estate planning services. She was also responsible for focused growth of the Lenox business and presence on the West Coast from 2012-14.
Stacy joined Lenox Advisors with extensive financial and wealth management experience, including deep product knowledge, strong sales management and advisor training skills and a proven track record for helping clients achieve unique, long-term goals.
Stacy holds a B.A. from the University of Texas. She also holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative), a New York State Life & Health insurance license, and the designation of CLTC (Certified Long Term Care Consultant).
For Stacy’s complete licensing information click here.