Originally from Claremore, Oklahoma, Stacy had started advising clients in 2002 after he obtained his Series 7 & 63 license. After many successful years with a nationally recognized firm, Stacy founded CastleRock Financial Advisors in 2011.
Since establishing his firm, Stacy has received his Series 66 license and in 2020 he completed his Series 9 and Series 10 license. In addition to those accomplishments, Stacy holds an insurance license in the state of Oklahoma as well as being licensed in various other states. Stacy has earned the designation Accredited Asset Management Specialist™ (AAMS™) from the college of Financial Planning and continues to grow his knowledge and accreditation as time goes on.
As he prides himself in staying current on all issues, trends, and new possibilities, Stacy genuinely offers quality service and advice to his clients. Stacy's wife Laura and their two children Hayden and Holden have supported Stacy throughout his career as a Financial Advisor.
Outside of The Office:
When Stacy is not in the office you can find him doing most anything that involves being outdoors. From hunting and fishing, to family BBQ's and camping. Stacy enjoys being involved in the community and is an active member of the Collinsville Chamber of Commerce and Collinsville Downtown Inc. Stacy is also a member of the Financial Services Institute which was founded in 2004 with a clear mission: "To Ensure That All Individuals Have Access To Competent And Affordable Financial Advice".
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.