“I love to help clients’ money grow and see the look on their faces when they know they can live their lifestyle the way they want and retire on their terms.”
Stacey created the Kingsdale process weaving together a disciplined portfolio management process that is powered by a custom financial plan for each client.
Her keen attention to detail and consistent follow-through creates trust with clients and their extended families in Columbus and beyond.
A native of Cincinnati, Ohio, Stacey grew up with the career goal of becoming an advisor. She worked for advisory firms starting in college and made it her lifelong career to help clients and their families achieve their important goals. Before joining Raymond James in May 2014, Stacey learned her craft at UBS and Fidelity Investments.
A graduate of Xavier University, where she earned a Bachelor of Science in Business Administration, Stacey majored in Finance. She currently lives in Powell, Ohio with her husband, Isaac and son, Ike. In her spare time, she enjoys boxing and baking.
Stacey earned her CERTIFIED FINANCIAL PLANNER™ certification which demonstrates her expertise in advanced planning. She also has her CERTIFIED DIVORCE FINANCIAL ANALYST™ certification and her CERTIFIED PLAN FIDUCIARY ADVISOR™. She holds Series 7, Series 63, Series 65, and Series 9/10 licenses as well as the Ohio life and long-term care insurance license.
Stacey is known to clients as their “savvy financial friend” who also happens to be their financial planner and an experienced financial advisor. She is always a phone call away “with her clients’ best interest at heart.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.