Stacy Saavedra

Stacy is a seasoned financial services professional with over 30 years of industry experience, specializing in client service and relationship management. She began her career at The Bank of New York on Wall Street and went on to hold senior client service roles at Smith Barney and BNY Mellon.

Throughout her career, Stacy has worked with a diverse range of clients, building a reputation for fostering strong, lasting relationships. Her broad experience allows her to anticipate client needs and provide thoughtful, efficient solutions.

As a member of our Client Service team, Stacy is responsible for helping to ensure a seamless client experience. She oversees account onboarding, asset transfers, and money movement, while serving as a key resource for advisors, clients, CPAs, and attorneys. Her attention to detail and commitment to excellence help ensure every client interaction is handled with care and precision.

Stacy grew up on Long Island, spent several years in New York City, and lived in South Florida for 30 years before relocating to Rhode Island. She enjoys traveling, spending time with family, exploring New England, attending concerts, and being outdoors. A favorite destination of hers is Tuscany, and she looks forward to visiting Southern Spain, France, Belgium, and Amsterdam in the future.