Stacy Vanore, Retirement Plan Account Manager, brings with her significant knowledge and experience working in the pension and retirement plan industry. Stacy is actively involved in the servicing our Retirement Plan Clients. Stacy most recently worked as an account manager at BISYS Retirement Services. During that time, she managed plans with over $250 million in retirement assets. Prior to that, she spent time as an enrollment specialist with Great-West and as a client service representative with Fidelity Investments. Stacy earned her undergraduate degree from Tarleton State University in Texas.
Stacy has her Series 7 and 66 NASD licenses.