Stacey’s early interest in the stock market led her to the broader world of finance. Seeing growth and participating in decision making as a young woman in her own investments paved her path to her future career. She loves what she does because every day presents a new challenge. Her keen attention to detail and consistent follow-through creates trust with all her clients.
Stacey validated her commitment to financial and portfolio analysis by earning the CERTIFIED FINANCIAL PLANNER™ certification. She is also licensed with the Series 7, Series 63, Series 65, and Series 9/10, and holds the Ohio life and long-term care insurance license. Before joining Raymond James in May 2014, Stacey worked with UBS and Fidelity Investments. She is a graduate of Xavier University, where she earned a Bachelor of Science in Business Administration with a concentration in finance.
A native of Cincinnati, Ohio, Stacey currently lives in Columbus, Ohio with her husband, Isaac. In her spare time, she enjoys boxing, traveling, baking, and volunteering.
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.