Private client service lives or dies on trust. Stacy Warren, chief operating officer of Lockton Private Risk Solutions, sets out to earn that trust every day by making advice clearer and delivery steadier.
Over the past three years, Lockton Private Risk Solutions launched a multi‑year operational plan that modernized systems to simplify workflows and elevated analytics to guide judgment. A CRM migration moved the firm toward a more seamless client journey from first conversation to renewal. Producer enablement shifted from theory to practice with tools that illuminate pipelines and service teams that move in step. The result is a rhythm clients can feel. Calls are returned quickly, options are explained plainly and follow through is consistent.
Warren reorganized a fragmented team, introduced 9-box talent reviews and created visible paths for growth so capability rises across the organization. Roles were clarified, expectations were set and accountability was tied to outcomes that matter to families and their advisors. A culture of collaboration and trust took root because teams knew what great looked like and had support to deliver it.
The future of work inside the business favors innovation that serves humans. Warren backs automation where it removes friction, not where it removes judgment. Advisors are trained to translate complex risk into simple choices, to use data without hiding behind it and to keep empathy at the center of every interaction. Ongoing learning is part of the schedule, not an afterthought, so specialists and generalists strengthen together.
Momentum also depends on energy that spreads. Warren shares why the work matters, celebrates wins that improve a client’s day and invites colleagues to take ownership of results. Mentorship crosses levels so lessons become habits. The signal is consistent. Clients feel seen, teams feel trusted and performance shows up in both numbers and notes of appreciation.
Her entrepreneurial thread runs through these moves. Warren built and led companies before focusing on the high net worth space, experience that sharpened judgment on people, process and brand. At Lockton Private Risk Solutions she applied that range to realign teams, raise standards and protect the firm’s independent spirit while building scale. Thought leadership followed through panels and talks on performance and women in business, alongside service that anchors relationships in the community.
A Titan 100 Honoree, Warren is known for pairing high performance with care. She measures progress in moments that last beyond a meeting, a producer who learns a clearer way to serve, a colleague who steps into leadership and a client who leaves a call confident they were heard.
The path forward is focused. Lockton Private Risk Solutions will remain the partner families call first because counsel is transparent, service is proactive and delivery is steady in any market. Technology will clarify choices, talent programs will advance careers and operating rhythms will keep promises visible. Warren’s standard is simple. Earn trust daily and make excellence feel natural.
