Stacy Schuman

Stacy Schuman serves as the Executive Assistant to the Financial Advisors at New York Financial Partners, Inc., where she provides high-level administrative and client service support to ensure a seamless experience for every client. With a strong background in administration and finance, Stacy prepares client documentation, coordinates meetings and ensures that all client interactions are handled with professionalism and discretion.

Known for exceptional organizational skills and attention to detail, Stacy plays a key role in maintaining efficient office operations and supporting the advisors in delivering personalized financial strategies. She acts as a trusted point of contact for clients, ensuring timely follow-ups, accurate record-keeping, and a warm, welcoming experience.

Before joining NYFP, Stacy worked in a professional environment in accounting, audit, financial planning and analysis. This background has equipped her with a deep understanding of client needs and the importance of confidentiality in financial services.

Outside of work, Stacy enjoys going to the gym, eating out and painting; bringing the same dedication and enthusiasm to her personal life as she does to her professional role.