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Stami Marichal is an Onboarding Associate at Cassaday & Company, Inc. and has been with the firm since May 2018. She guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and advisors.
Stami has been in the industry since 2011, gaining experience in operations, client services, and investment services. She currently has her Series 7 and 63 securities registrations. Stami is a Registered Representative with Royal Alliance Associates, Inc. She is not registered with Cassaday & Company, Inc.
Stami is originally from the Dominican Republic and attained her Bachelor of Science in Business from Pontificia Universidad Católica Madre y Maestra (PUCMM) University in 2006. In 2012, she moved to the Virginia area from Orlando, FL. She currently resides in Gainesville, Virginia with her husband and daughter.