Stacy has over 26 years of experience, most recently as a Sr. Financial Consultant with Santander Investment Services, where she was a President’s Club recipient in 2013.
Prior to her time at Santander, Ms. Hoffman was Compliance Manager for Essex National Securities, working at Independence Community Bank in Brooklyn, New York. She is registered as an Investment Advisor Representative and is a Life, Accident, and Health Insurance Agent in New York, New Jersey, and Nevada.
Stacy helps manage our client’s long-term financial planning needs. She carefully helps our clients to develop and implement a plan and, through periodic reviews, she ensures that their goals and objectives are being met. As plans change, she helps our clients to adjust their financial plan and then implements those changes.
Stacy was born and raised in Brooklyn, NY and graduated from Abraham Lincoln High School in 1984. She attended Hunter College and Brooklyn College, before moving to Staten Island in 1991, where she bought her first home.
Stacy is very family oriented and loves to host family events, from elaborate holiday dinners to a simple bar-b-que, and everything in between. In her spare time she enjoys rooting for the Mets, cooking and baking, reading novels, travelling, and walking on the boardwalk.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies