Stacey has over 30 years of experience in the financial services industry, and her operational expertise allows her to support a wide range of client needs. Prior to joining our team, she spent 10 years at Merrill Lynch and 20 years at Raymond James & Associates. Stacey’s prior experience allowed her to cultivate a deep knowledge of the industry and a strong commitment to client service.

Stacey earned her Bachelor of Science in Business Administration with a concentration in Finance, graduating magna cum laude from West Virginia State University. She holds both the Series 7 and Series 63 licenses.

Stacey is originally from Montana and now resides in Fort Mill, South Carolina. She lives with her two rescue dogs Remington and Benelli. In her free time, Stacey enjoys staying active outdoors and spending quality time with family and friends.