Stacy Schill

Background

About Stacy Schill

I believe people deserve to be known by name, not by account number. As Vice President of Client Relations at S. R. Schill & Associates, I help make sure every person who walks through our doors—or reaches out for the first time—feels seen, heard, and cared for. We're a family business that supports other families with best-in-class fiduciary financial and longevity planning, and we take that role seriously. My focus is on building relationships that last. I work closely with our team to ensure that each client feels the full benefit of our collaborative, thoughtful approach—whether they’re planning for retirement, navigating a life transition, or just trying to figure out what comes next. We bring decades of experience, a disciplined investment process, and a forward-thinking approach to the conversations that matter most: your future, your values, and your legacy. I bring energy, creativity, and a results-oriented mindset to everything I do, with a background that spans marketing, public relations, event planning, and sales. I’m a quick learner with a passion for turning strategy into action and ideas into experiences. Whether I’m building a campaign, planning a client event, or refining how we tell our story, I care deeply about making sure people feel confident and cared for. What drives me is simple: I love connecting with people and helping them find confidence in their next steps. Whether you’re already working with a trusted advisor or just starting to look around, I’m always happy to connect.