Stacey’s journey at Suncoast Equity Management (SEM) began in April 2022 when she joined as a Client Service Associate. Prior to her joining SEM, Stacey accrued five years of invaluable experience at Morgan Stanley, where she crossed paths with Senior Prosperity Advisor Terri Ritchie, CFP®. During her tenure there, she provided exemplary service, handling a diverse range of client needs with precision and care.

Transitioning to SEM, Stacey assumed the role of Prosperity Relationship Manager. With her wealth of experience in the financial services sector, she specializes in catering to the needs of High Net Worth (HNW) clients, having held positions in Operations, Client Services, and Client Resolutions throughout her career. In her current capacity, Stacey serves as the primary liaison for SEM Prosperity Advisors. Whether clients have inquiries ranging from quick questions to complex financial situations, Stacey stands ready as their dedicated resource. She provides personalized guidance, support, and clear next steps to address any concerns.

Beyond her professional commitments, Stacey is deeply engaged in raising her two kids. She finds joy in traveling with her family, reading, and exploring new outdoor activities demonstrating a well-rounded commitment to both personal and professional pursuits.

Email: sblair@suncoastequity.com

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