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Stacey Roberts

Stacey Roberts

Client Relationship Manager

Stacey joined our team in 2015 and is one of the original members of Boston Wealth Strategies. Her role of Client Relationship Manager, involves working with a select group of clients to help organize and assist them, along with their advisor, with their financial lives.  Stacey uses a individualized approach to ensure all aspects of the experience is seamless for her client relationships. This includes, but is not limited to, account establishment, fund requests, portfolio servicing, quality control and meeting preparation. Stacey believes every relationship should start with active communication and a true understanding of the clients' needs.  She has attained her life and health licenses and is pursuing further education advancements in leadership and organizational studies. Stacey currently resides in Needham with her three children, PJ, Lyle and Violet and enjoys spending time with her family at their home on Lake Winnipesaukee.