Co-founder and Chief Operating Officer
Lucy is the Co-founder and chief operating officer of Stuart Financial Group. She is insurance licensed and an Investment Advisor Representative under J.W. Cole Advisors, Inc. (JWCA). With over 18 years of business administration and management experience, she brings Stuart Financial Group the expertise to successfully oversee all day-to-day operations for the firm.
Lucy is responsible for strategic planning, acquisitions, management of client service, and organizational operations. In addition, she is in charge of hiring, training, and continuing education with our team members.
Lucy is a firm believer in the team approach, with an emphasis on inspiring our clients and team to live their best lives possible.
In her free time, Lucy enjoys reading, traveling, spending time outdoors with her dogs, Leo and Coco, and training for local running and triathlon races.
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