Stacey joined the firm in 2018 and serves as an Advisor. Stacey works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.
- Joel Isaacson & Co., LLC
- Berson and Corrado Investment Advisory Services
- UBS Financial Services
Education & Credentials
- BS, University of Maryland – Smith School of Business
- Certificate in Financial Planning, School of Professional Studies at New York University
- Certified Financial Planner™