Stacey Soulsby has been serving Cornerstone Wealth Services clients for nearly 10 years, working to deliver highly personalized service. She is the main contact for clients, ensuring that their needs are cared for with an attention to detail that ensures she is finding solutions and attending to all the behind-the-scenes requirements.
Stacey is committed to accuracy, clarity, and efficiency, which helps the office run smoothly and the client experience remain seamless. Before joining Cornerstone Wealth Services, Stacey was in another financial services role for 10 years at a bank, where she honed her client service skills.