To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.

-Don Alden Adams

Stacey Boss

Dedicated Client Service. Trusted Support. Personal Commitment.

About Stacey Boss

With over 15 years of financial industry experience, Stacey brings an exceptional breadth of knowledge to the table to help the clients of the financial advisors she supports to achieve their financial goals. Throughout her career she has been on the front lines of transactions, confirmations and reporting to ensure that client service is provided at the highest level.

Built on Experience & Integrity

Stacey is an invaluable team member, assisting to accommodate client requests, assimilating information used in the financial planning process, and working to ensure efficient practice management.

Professional Background

Before joining Iron Rock Wealth Management, Stacey began her career with Société Generale in New York City for their purchase and sales department, later advancing to Assistant Vice President at KCG Holdings.

Personal Background

Originally from Staten Island, New York, she graduated from St. John’s University in 2003. Stacey now lives in Florida with her husband Joe and their three children. They enjoy spending time in their vibrant community, going to the beautiful gulf coast for relaxing days at the beach and trips to Disney!