Stacey Smith

Senior Registered Client Service Associate

Since 1996, Stacey has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life. With the insight and industry knowledge that come with over 21 years in the business, Stacey provides her clients operational support including account opening and maintenance, money movement, cost basis and tax reporting just to name a few.

Stacey graduated magna cum laude from West Virginia State University with a Bachelor of Science degree in Finance. She holds the Series 7 and Series 63 licenses. Originally from Charleston, WV, Stacey lives in Fort Mill, SC, with her husband, Brian, and their four fur-babies. In her free time, she enjoys being active outdoors boating and kayaking with family and friends.

Charlotte, NC

6805 Carnegie Blvd Ste 350 Charlotte, NC 28211-3575
T: 704.442.4700
F: 704.362.1839
TF: 800.241.2748

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