Stacee L. Saldin
Client Service Associate, Investments
Stacee joined Access Financial Services in 2011 and has worked in the financial services industry since 1985. Prior to coming to Access Financial Services, she worked for Merrill Lynch and local wealth management firms.
Stacee is a member of the investment team. She is responsible for administrative support related to the firm’s investment management. Stacee works extensively with clients and service providers to ensure our clients’ account service needs are met at the highest level possible. She enjoys talking with clients and handling their service requests.
Stacee attended Normandale Community College. When not at work, she enjoys spending time with her family and friends, working on creative projects around her home and spending time outdoors. To contact Stacee, send an email to email@example.com or call her direct at 952-885-2726.
- Client meeting preparation and post meeting service
- Client service
- Compliance & reporting
- Ongoing account administration