Stacey Lee

Stacey joined Professional Financial Consultants with over twenty years of experience from a nationally recognized brokerage firm having Operations, Administrative, and Client Service experience and helps aid to the success of our firm.  Stacey is the core pillar and Office Manager of the firm.  She oversees the daily operations and provides support to all the Financial Advisors at Professional Financial Consultants.  Stacey is a registered Notary Public in the State of New York as well as Series 6 Registered.

Stacey enjoys talking to clients and making sure they have everything they need is her number one goal. She is the bridge between our clients and the office, whether they need an appointment or any other information, and welcoming them when we meet on the phone or in person. Making the client/advisor experience comfortable and helpful is always a priority for her.  Stacey is a problem-solver at heart and strives to boost efficiency wherever she can.

Stacey has resided in Dutchess County since 1996, previously of Queens, New York, with her husband and the proud parent to her daughter Julia.  Stacey enjoys the outdoors, working out, seeing live music events (especially her husband who sings in a band), and doing ceramics with her mom.  Stacey is involved with the Alzheimer’s Association and sits on the board of the Mediation Center of Dutchess County as a Trustee as well as holding the Secretary position.