• Rockville 301.770.5234
  • Vienna 703.790.5999

Our Team

Stacey Lee

Operations Associate slee@xmlfg.com

Stacey Lee has been in the financial services industry since 2000.  Prior to joining XML Financial Group, she was first with Banner Life and then New York Life. Stacey’s responsibilities include support of the Financial Consultants and client customer service.

Education & Philanthropy

Stacey attended Montgomery College in Rockville, Maryland and holds a Life & Health license. She lives in Columbia, Maryland.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

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Brochure

XML Brochure

Stacey Lee has been in the financial services industry since 2000.  Prior to joining XML Financial Group, she was first with Banner Life and then New York Life. Stacey’s responsibilities include support of the Financial Consultants and client customer service.

Education & Philanthropy

Stacey attended Montgomery College in Rockville, Maryland and holds a Life & Health license. She lives in Columbia, Maryland.