Stacey Dougherty

Stacey Dougherty

Client Service Associate

Stacey is responsible for scheduling and assisting wealth management teams with annual reviews for clients, preparing client paperwork, including new account and transfer forms, and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.

How do you do good in your community?
I encourage and support outstanding women (and a few men) from all walks of life to run for public office.

Where did you grow up? Where do you live now?
I was born and raised in Brooklyn, NY. Metro Atlanta has been home for over 20 years.

What’s a destination in the world that you aspire to visit?
North America, from sea to shining sea in a camper with my Yorkies, Rascal & Willie.

How do you caffeinate?
With lots of strong black coffee.