Client Services Associate
Rjb Financial Planning
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Stacy Stall Email & Phone Number
Client Services Associate
at
RJB Financial Planning
1 work email found
@edelmanfinancialengines.com
2 phones found area 405
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Associate
Location
Oklahoma City Metropolitan Area, United States, United States
Who is Stacy Stall? Overview
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Quick answer
Stacy Stall is listed as Client Services Associate at RJB Financial Planning, based in Oklahoma City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 405, and a matched LinkedIn profile for Stacy Stall.
Stacy Stall previously worked as Financial Planning Analyst at Edelman Financial Engines and Client Service Associate at Edelman Financial Engines. Stacy Stall studied at Oklahoma State University.
Company email context
Email format at RJB Financial Planning
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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Stacy Stall. Compare company email patterns before reaching out.
Profile bio
About Stacy Stall
► I am interested in learning something new from everyone I meet.► I look forward to new challenges! it usually means I am growing.► I thoroughly enjoy helping the people we serve.
Listed skills include Powerpoint, Strategic Planning, Social Media, Budgets, and 8 others.
Current workplace
Stacy Stall's current company
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6 roles
Stacy Stall work experience
A career timeline built from the work history available for this profile.
Financial Planning Analyst
Current
Jan 2022 - Present
Client Service Associate
Sep 2018 - Jan 2022
Director Operations
I work with clients to ensure a positive experience when planning for retirement.Access Financial Group Inc., a SEC Registered Investment Advisory Firm, is a fee based firm. We believe, “there are times to be in the market and times to be out.” A firm of integrity, our ultimate concern is to assist our clients in eliminating the worry of running out of.
Feb 2014 - Sep 2018
Healthy Lifestyle Director
- Planning and implementing activities that interest the community residents.- Create monthly calendar.- Plan monthly theme dinners.- Manage Volunteers and Vendors.- Balance Department Budget.
May 2013 - Feb 2014
Ctrs/L
- Create a Recreation Therapy Program and Implement.- Worked with Rehabilitation Team to implement new program and new interventions.- Utilize documentation to ensure billing accuracy.- Worked with a variety of etiologies in Independent, Group, and Co-Treatment Settings.
Feb 2012 - May 2013
2 education records
Stacy Stall education
Education record
Education record
Deer Creek High School
FAQ
Frequently asked questions about Stacy Stall
Quick answers generated from the profile data available on this page.
What company does Stacy Stall work for?
Stacy Stall works for RJB Financial Planning.
What is Stacy Stall's role at RJB Financial Planning?
Stacy Stall is listed as Client Services Associate at RJB Financial Planning.
What is Stacy Stall's email address?
AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Stacy Stall at RJB Financial Planning.
What is Stacy Stall's phone number?
AeroLeads has found 2 phone signal(s) with area code 405 for Stacy Stall at RJB Financial Planning.
Where is Stacy Stall based?
Stacy Stall is based in Oklahoma City Metropolitan Area, United States, United States while working with RJB Financial Planning.
What companies has Stacy Stall worked for?
Stacy Stall has worked for Rjb Financial Planning, Edelman Financial Engines, Access Financial Group, Inc, Elmcroft Senior Living, and Mercy.
How can I contact Stacy Stall?
You can use AeroLeads to view verified contact signals for Stacy Stall at RJB Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Stacy Stall attend?
Stacy Stall studied at Oklahoma State University.
What skills is Stacy Stall known for?
Stacy Stall is listed with skills including Powerpoint, Strategic Planning, Social Media, Budgets, Event Planning, Back Office Operations, Regulatory Compliance, and Life Insurance.
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