Senior Registered Client Service Associate
Stacey is a registered client service associate and has more than10 years of experience in the financial services industry. She helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are her first priority. She also greatly assists our team with preparing reports, processing documents and handling administrative duties.
Before joining Raymond James in 2013, Stacey spent six years as a registered financial assistant at LPL Financial and three years as a financial assistant at A.G. Edwards. She holds a Series 7 securities license, a Series 63 securities license and an associate’s degree for a paralegal from the University of Cincinnati.
Originally from Grand Rapids, Michigan, Stacey lives in Miami Township with her husband, Rusty, and daughters, Kristen, Amy and Sarah. In her free time, she enjoys camping, hiking and working in the yard.