As Chief Marketing Officer, Stacy is responsible for the firm’s overall marketing strategy including print and social media, advertising, public relations, event planning and outreach to professional advisors in the legal and accounting communities. She also works with clients of the firm, overseeing the delivery of Chevy Chase Trust services and resources. Stacy joined the firm in 2006 as a Wealth Advisor focused on new business development and advising clients on investment and wealth management strategies. Prior to joining Chevy Chase Trust, Stacy had her own financial services practice for 15 years providing investment, insurance, and retirement planning services for wealthy individua