Stacey Costin is Guided Wealth’s Client Services Manager, who handles Guided Wealth's onboarding process for new accounts and ensures accurate account data. She specializes in addressing and resolving
With over 20 years of experience in the financial services industry, she has an understanding of client needs as well as daily back-office processes and operations. She holds a Bachelor of Science in Business Management from Pensacola Christian College in Pensacola, Florida.
When not working, Stacey enjoys crafting and reading. Born and raised in St. Thomas, US Virgin Islands, Stacey prefers tropical temperatures and visits the beach whenever she can. Currently she resides in Royersford, PA with her husband and two daughters aged 22 & 19.
When not working, Stacey enjoys crafting and reading. Born and raised in St. Thomas, US Virgin Islands, Stacey prefers tropical temperatures and visits the beach whenever she can. Currently she resides in Royersford, PA with her husband and two daughters aged 22 & 19.