Stacy works to gain a full understanding of each client’s needs in order to help facilitate sound retirement planning and financial independence. She enjoys working with clients to envision their goals and help achieve them. Stacy prides herself in providing the knowledge and service to clients, which offers them the highest level of comfort, trust, and confidence in everything the team does for them.
She focuses on retirement and investment planning, managing assets, and educating women through seminars. Stacy also assists clients going through a divorce understand the short and long-term implications of dividing their assets, as she works alongside their attorneys to help make educated decisions during an emotional time.
With 25 years of industry experience, Stacy enjoys the challenges that each day and client brings. In 1996, she began her career at Prudential Securities, where she started working with Cliff. She then spent six years at NatCity Investments before joining Raymond James in 2005 where she is empowered to do her best work for clients without restrictions or mandates on how to invest assets.
While at Raymond James, Stacy has earned the designation of Investment Management Consultant, after attending the Institute of Investment Management Consulting. Stacy understands that your money is very important; you’ve worked hard for what you have and she aims to alleviate worry, fear and nervousness that can come with allowing someone to manage it for them. Caring and honest, Stacy enjoys infusing a sense of humor into her day-to-day and client relationships. To her, getting to know clients is integral, and she strives to make them feel better when they leave than when they arrived.
Stacy has her bachelor’s degree in business administration from Western Michigan University and holds her Series 7, 63 and 65 licenses as well as her health and life insurance licenses. She is a Certified Divorce Financial Analyst® (CDFA®); trained to provide financial information and assistance to people going through divorce. Stacy has also earned her Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning, and her Wealth Management Specialist™ designation from Kaplan University.
Not only does Stacy enjoy giving back by serving as the Board President of Open Doors Kalamazoo, she also serves as a board member for the Kalamazoo Civic Theatre Foundation. She is a former board member for The Bach Festival Society of Kalamazoo and former board member and instructor for the Osher Lifelong Learning Institute at Western Michigan University where she shares her knowledge on a variety of investment topics.
Active in the community, she and her husband, Roger, live in Kalamazoo. They have three adult children: their son, Christian, lives in Kalamazoo; their daughter, Alexandria, currently resides in Paw Paw; and their son, Adam lives in Grand Rapids, and are now first time grandparents to their amazing grandson, Devon. In her leisure time, Stacy enjoys spending time with her family as well as reading, traveling and exercising. Yes, you read correctly, she enjoys exercising and you may even see her running, biking or working out around the Kalamazoo and Southwest Michigan area. Stacy also has a natural talent and passion for sharing her experiences through writing and blogging, and you can follow along on this website under Personal Insights, or check out her past writings on her blog about running with her son or her blog about the life of a blended family of five.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program
Raymond James is not affiliated with the above organizations and/or charitable causes.
– Stacy J. Caudill, AAMS®, CDFA® | Financial Advisor