York Wealth Management Group
Lacey A. York
AAMS
AAMS
Senior Vice President/Investments
7247280436
Lacey A. York, AAMS™, is a Senior Vice President/Investments in the York Wealth Management Group. The team serves clients nationwide and helps clients manage more than $280 million in assets.
Lacey designs personalized wealth strategies for families, small businesses, and nonprofit organizations as they pursue their long-term financial objectives. She began her career as a financial advisor with Advest, Inc. in 1999.
An accomplished financial advisor, Lacey earned the Accredited Asset Management Specialist™ designation in 2004 and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). She graduated magna cum laude with a Bachelor of Business Administration in Marketing from the University of Notre Dame.
Lacey was named to Forbes’ America’s Top Women Wealth Advisors list in 2020 and 2021 and Top Women Wealth Advisors Best-in-State in 2022, 2023, and 2024. She has qualified for Stifel’s Chairman’s Council every year since 2009, serves on the Stifel Wealth Advisory Council, and is a founding member of the Stifel Women’s Initiative Network (WIN).
Lacey lives in Sewickley with her husband, Brendan, and two children, Colin and Elizabeth.
1Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. For 2023 qualification, Chairman’s Council consisted of 240 financial advisors, who were recognized from among the approximately 2,300 financial advisors across the nation.
2Forbes’ America’s Top Women Wealth Advisors, Best-in-State Wealth Advisors, and Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 30, June 30, and September 30, respectively, of the year prior to publication, and Working Mother’s Top Wealth Advisor Moms rankings are based on the 12-month period ending March 31 of the year of publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Lacey designs personalized wealth strategies for families, small businesses, and nonprofit organizations as they pursue their long-term financial objectives. She began her career as a financial advisor with Advest, Inc. in 1999.
An accomplished financial advisor, Lacey earned the Accredited Asset Management Specialist™ designation in 2004 and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). She graduated magna cum laude with a Bachelor of Business Administration in Marketing from the University of Notre Dame.
Lacey was named to Forbes’ America’s Top Women Wealth Advisors list in 2020 and 2021 and Top Women Wealth Advisors Best-in-State in 2022, 2023, and 2024. She has qualified for Stifel’s Chairman’s Council every year since 2009, serves on the Stifel Wealth Advisory Council, and is a founding member of the Stifel Women’s Initiative Network (WIN).
Lacey lives in Sewickley with her husband, Brendan, and two children, Colin and Elizabeth.
1Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. For 2023 qualification, Chairman’s Council consisted of 240 financial advisors, who were recognized from among the approximately 2,300 financial advisors across the nation.
2Forbes’ America’s Top Women Wealth Advisors, Best-in-State Wealth Advisors, and Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 30, June 30, and September 30, respectively, of the year prior to publication, and Working Mother’s Top Wealth Advisor Moms rankings are based on the 12-month period ending March 31 of the year of publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Jennifer Buzard
Registered Client Service Associate
7247280436
Jennifer Buzard is a Registered Client Service Associate with the York Wealth Management Group. Since joining the group in 2015, she has earned her Series 7 and 63 securities licenses. Jennifer focuses on providing exceptional client service and supports the team with trading operations, client communication, and investment manager research. Jennifer started her career at BNY Mellon, where she had almost 20 years of experience in various compliance-related roles. She graduated from Geneva College with a dual degree in Business Administration and Economics. Jennifer lives in Beaver with her husband and two children.
Denise M. Komraus
Client Service Associate
7247280436
Denise Komraus is a Client Service Associate with the York Wealth Management Group, bringing more than 30 years of office management experience. Having joined the team in 2020, she provides professional client and team support while managing daily administrative responsibilities and client communications.
Denise takes great pride in delivering personalized attention to client needs to ensure they are well informed not only on a timely basis, but in a positive and friendly manner. She earned an Associate’s Degree in Applied Science from Community College of Beaver County. Denise lives in Center Township with her husband and son.
Denise takes great pride in delivering personalized attention to client needs to ensure they are well informed not only on a timely basis, but in a positive and friendly manner. She earned an Associate’s Degree in Applied Science from Community College of Beaver County. Denise lives in Center Township with her husband and son.