Client Service Associate
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. She is fluent in Chinese. She enjoys skydiving and hiking and lives in Columbia, Maryland with her two kids.
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