Stacey has been with Georgetown since May 1998 where she started her financial services industry journey. Her greatest accomplishment in over 20 years has been the great relationships that she has built with the clients and how she is able to help them enjoy the ride to retirement through the personal Georgetown Capital experience. Her licenses in 17 states include General Securities Representative Series 7, Uniform Combined Law Series 66, Investment Company and Variable Contracts Products Representative Series 6, Uniform Securities Agent State Law Series 63 and a New York State Life Insurance Representative License.
Stacey spent most of the earlier years at Georgetown Capital as the Registered Administrator to the President, Joseph Curatolo as well as the Director of Operations and Senior Service Specialist for the Curatolo Group. Stacey is always looking for ways to make the office more efficient which as earned her the Georgetown Capital “Rocco Award”. This special award was named after Rocco Curatolo who was dedicated to hard work and always inspired others with this work ethic. Since the award begin in 2015 she has been honored to earn it twice. Stacey has recently taken on an even greater role, as a Financial Advisor, being more involved in client meetings and learning more about this side of the business. Joe has been a great mentor teaching her some of the tricks of the trade as a successful advisor and he will continue to share his knowledge to help Stacey grow in this new role to become a key source for Joe’s clients.
Stacey helped to create the Royal Alliance Administrative Advisory Panel in 2000 which has evolved into the Royal Alliance Advisory Assistant Council where the mission of this board of peers from across the country is to collaborate in establishing best industry practices to continuously advance the quality of services provided to clients and their families. Royal Alliance has worked with this group on the beta testing of some new ideas and programs to help roll out better products to clients, other advisors and administrative professionals in the field.
Stacey lives in her hometown of Lancaster, NY with her husband, Steve and their girls, Hailey and Hannah along with their 3 cats; Olaf, Lucia & Oreo. Stacey has been in Girl Scouts for over 30 years and is a Lifetime Girl Scout member. Both girls are following in her footsteps and have been in Girl Scouts since they were 5 years old. During the summer you can find Stacey and her family hooking up the camper to head out with friends to go camping and enjoy a few smores around the campfire but when the snow is flying Steve and the girls are riding around the yard on their snowmobiles while she enjoys a good book by the fire on hot chocolate duty when the troops come back in!