Stacy Lyn Coldwell has been guiding clients toward their financial goals for over 18 years. Stacy honed her expertise in financial planning and investment strategies at PNC Investments. A graduate of Towson University, Stacy earned her degree in Business Administration with a concentration in Finance.
Stacy’s approach is rooted in her belief in building strong, trusting relationships with her clients. She values understanding what matters most to them—whether it’s preparing for retirement, saving for their children’s education, or pursuing financial independence.
When she’s not working, Stacy loves skiing, boating, and exploring the great outdoors with her family and her dog, Maxy. A passionate advocate for animal rescue, Stacy has also spent time volunteering with organizations dedicated to helping animals in need. In her free time, she enjoys playing volleyball and soccer with her kids, embodying her belief that family is what matters most.
Her personal motto, “Start each day with a positive thought and a grateful heart,” reflects her optimistic outlook and dedication to helping others.