Stacey joined the firm in 2018 as a Senior Advisor Associate. 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™