Stacy Cantrell
Registered Client Service Associate
- 704.926.9800
- 704.926.9926
- stacey.cantrell@cygnusam.com
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.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.