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Stacey Prowse

Stacey Prowse

Financial Advisor/Registered Administrator to the President

Stacey has been with Georgetown since May 1998 where she first started her financial services industry journey.  Her greatest accomplishment in over 25 years has been the great relationships that she has built with the clients and how she is able to help them enjoy the ride to retirement through the personal Georgetown Lawley experience.

 

Stacey spent most of her earlier years at Georgetown as the Registered Administrator to the President, Joseph V. Curatolo, as well as the Director of Operations and Senior Service Specialist for the Curatolo Group.  In the last few years, Stacey has taken on an even greater role, as a Financial Advisor, being more involved in client meetings and learning more about this side of the business.  Joe has been a great mentor teaching her some of the tricks of the trade as a successful advisor himself and he will continue to share his knowledge to help her grow in this role to become a key source for Joe’s clients.

 

Separately, Stacey’s licenses include General Securities Representative Series 7, Uniform Combined Law Series 66, Investment Company and Variable Contracts Products Representative Series 6, Uniform Securities Agent State Law Series 63 and she has her New York State Life Insurance Representative License.

 

Stacey helped to create the Royal Alliance* Administrative Advisory Panel in 2000 which has evolved into the Royal Alliance* Advisory Assistant Council where the mission of this board of peers from across the country is to collaborate in establishing best industry practices to continuously advance the quality of services provided to clients and their families.  Royal Alliance*, now known as Osaic Wealth Inc., has worked with this group on the beta testing of some new ideas and programs to help roll out better products to clients, other advisors and administrative professionals in the field.

 

Stacey lives in her hometown of Lancaster, NY with her husband, Steve and their girls, Hailey and Hannah along with their 3 cats; Olaf, Lucia & Oreo.  Stacey has been in Girl Scouts for over 40 years and is a Lifetime Girl Scout Member.  During the summer you can find Stacey and her family hooking up the camper to head out with friends to go camping and enjoy a few smores around the campfire when they are not out traveling before Hailey heads off to college next fall!  

*Royal Alliance is now known as Osaic Wealth Inc.

                                                            

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