Libby Stafford, FPQP™, AAMS®, CSA®

Client Advocate

Greensboro, NC | 336-230-1811

Overview

Libby is the Client Relationship Coordinator/Special Projects Manager, and her role includes providing an elevated level of client services: assisting clients with life transitions, especially resources for intelligent aging, career/life reinvention and other client-related special projects. She has been with the company since 2013 (and was also previously with SFG from 1997-2007), with a longtime background in the financial services industry.

Education

BS – Business Administration, Greensboro College

Credentials & Professional Associations
  • Financial Paraplanner Qualified Professional™ (FPQP™)

  • Accredited Asset Management Specialist℠

  • Certified Senior Advisor (CSA)

Community Service
  • Board of Directors, Creative Aging Network (CAN)

About Me

My husband, Larry, and I enjoy living close to all the activities and events downtown Greensboro offers. I am an early bird and love to cook, sew and exercise in my free time.