Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She 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™