Stacey Tollefson

Stacey Tollefson began her financial services career in 2012 with A.G. Edwards and brings more than a decade of industry experience to her role as Senior Registered Financial Client Associate.

Due to her dedication to clients and the team of Tollefson, Brown and Donahue, Stacey plays an important role in client operations, communication, and execution. She works closely with clients and advisors to coordinate day-to-day activities, assist with account needs, and help ensure each interaction is handled with care, accuracy, and efficiency.

Her tenacious pursuit of the right answers and solutions reflects her commitment to providing clients with a high level of service.

Stacey joined Benjamin F. Edwards in 2024, bringing her extensive experience and client-first approach to the firm. She holds FINRA Series 7 and Series 66 registrations, reflecting her experience and ongoing commitment to the financial services profession.