Email address: stacy@northstarplanners.com

Office phone: 954-693-0030

Stacy Saavedra

Director of Client Services

Stacy ensures our clients receive exceptional service. As Director of Client Services, she anticipates their needs, onboards new clients, and serves as a liaison between clients and custodians.

Stacy has worked in the financial industry for more than 30 years. Although she has served in different capacities, the common denominator has been client relationships. She has worked with such a diverse range of clients that she feels comfortable engaging with people from all walks of life.

Stacy has found her most satisfying career moments in being recognized as a hard worker, team player, and someone who exceeds expectations.

Fun Facts

• Stacy is a member of the Daughters of the American Revolution.

• She lives in Pembroke Pines with her husband, Frank.

• Over the years, she has been an athlete, equestrian, dancer, and violinist.

• A traveler at heart, she counts Tuscany as her favorite destination.

• Stacy’s son is studying theater, and she and her husband often travel to Orlando to see him on stage.

Education, Certifications, and Memberships

• Bachelor of Arts, French/Business, SUNY Albany

• Certificate, Trust and Estate Planning, Florida Trust School