Stacie R. Sauers
As a client care associate, Stacie provides comprehensive account services to O'Sullivan Creel Wealth Advisor's clients. Her role is to ensure that every client receives exceptional service and that all account level needs are met. Stacie provides account support services, including responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
Stacie has over 13 years of financial, human resource and client care experience. She has a certificate in office management from the University of Alaska and a graduate of the Dale Carnegie Leadership Program. She is also a part of Santa Rosa County's Leadership Alumni (1997) and served as a court-appointed Guardian Ad Litem Volunteer (1994-2002).
T 850.444.7212
F 850.470.5545
ssauers@osullivancreel.com