Kassidy A. Stahl

Kassidy serves as a Client Service Associate & Marketing Specialist at Evermay, supporting both the firm’s client service operations and marketing initiatives. In her client service role, she works closely with advisors, portfolio managers, and the operations team to help ensure client requests, account administration, reporting, and day-to-day service needs are handled with accuracy, care, and attention to detail.

In addition to her client service responsibilities, Kassidy helps support Evermay’s marketing and business development efforts. Her work includes coordinating client events and seminars, assisting with firm communications, supporting website and social media updates, helping prepare marketing materials, and keeping campaigns and follow-up efforts organized and aligned with Evermay’s brand.

Kassidy brings a thoughtful, detail-oriented approach to her work and plays an important role in helping Evermay deliver a seamless client experience while continuing to share the firm’s story in a consistent and meaningful way.

My Professional Background

Prior to joining Evermay, I spent time as a Client Services Specialist with a registered investment advisor. I graduated from Mississippi State University with a Bachelor of Business Administration in Marketing with a concentration in supply chain management.

My Personal Life

I currently live in Arlington, Virginia. In my downtime, I enjoy cooking, hanging out with friends and family, reading new books, and traveling.

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