Stacey Girard

Client Service Associate

Concord, NH

Stacey Girard is a Client Service Associate supporting a team of wealth advisors in our Concord office.

Stacey is responsible for providing our clients with an exceptional customer experience through various client services and operational needs, including onboarding new clients, transactional support, and account maintenance. Using her strong interpersonal skills and professional expertise, Stacey always strives to exceed expectations by offering personalized service to each client. She takes pride in making her clients feel valued and appreciated.

Prior to joining The Colony Group, Stacey had a successful career at Fidelity Investments. She brings her 22 years of financial experience with a strong passion for client experience and employee development.

Stacey lives in Candia with her husband and two standard poodles. In her spare time, she loves spending time with family & friends, working in the yard, and just being outdoors.