STACEY NELSON, CFP®
Our entire team is working toward the greater goals of our clients and I think they recognize the power of that teamwork.
Stacey Nelson excels at working with clients, connecting and empathizing with them in ways that create a high level of comfort. Around the office, she is responsible for client meeting preparation, business processing and trading. To our clients and team she’s known for being clear and consistent with her communication and always getting the job done.
Stacey thrives in a team setting and enjoys the high level of collaboration at Birchwood, which she sees as a top asset for clients; all are considered Birchwood’s clients rather than linked to a specific advisor. If you get a chance to work with her, you’ll also discover Stacey is task oriented and masterful at prioritizing projects accurately.
Stacey is active with Kindred Women, a group of women financial advisors who meet once a month and discuss topics and issues particular for women. She also volunteers at her church and with her family at community organizations. Her focus outside of the office is on her husband and two sons. You may find her attending various activities for her sons, including football, basketball and lacrosse. She enjoys exercising, reading, listening to music and anything revolving around her family.
Certified Financial Planner™ professional
Stacey began her career in the financial industry in 1999. She joined Birchwood in 2001 and is our most tenured employee. She has learned how to work with advisors and how to maximize her role as a Client Service Specialist.
University of Tulsa, Oklahoma, B.A. in International Business and Languages