Senior Vice President
“To me, trust between client and advisor is paramount. I want my clients to be satisfied with their investments, and that’s why I’m constantly searching for the best value—with the right balance between risk tolerance and yield”.
Stacy prides herself on being a fixed income specialist, with expertise in everything from taxable corporate bonds to tax-free municipals. She believes in the power of bonds to preserve capital while generating income. She also knows that to correctly assess risk, she must understand the bond issuer’s underlying story.
Stacy works hard to get to know her clients; she knows that without a detailed understanding of the individual’s objectives and goals, it’s impossible to develop the right plan of action.
Stacy’s greatest satisfaction comes from helping her clients find investments that work best for them. That’s why she relies on direct collaboration with HJ Sims traders and bankers to find investments that offer the right ratio of risk and return.
As Stacy says, “I wouldn’t put my clients in anything that I wouldn’t buy for myself. I’m always looking for the best value.”