Stacey focuses on providing comprehensive wealth planning strategies for families and individuals. This encompasses working with clients throughout their evolving stages of earning, saving, protecting and enjoying their wealth. Stacey brings over 10 years of experience in the financial services industry and has earned the Advanced Wealth Manager designation at RBC Wealth Management. She specializes in estate planning, retirement planning, investment strategies, insurance solutions and charitable giving.
Stacey began her career in finance working with institutional clients at William R. Hough & Co. in St. Petersburg in 2001. It was through this opportunity that she was fortunate enough to meet the individuals of the Green, Henwood & Hough team, who she later joined in 2013. Her experience at WRH and later as vice president, Institutional Sales at Raymond James, included portfolio and securities analysis as well as working with institutional clients to provide investment solutions. Stacey graduated with a bachelor of science in finance, magna cum laude and master of business administration, both from the University of Florida.
Outside of the office, Stacey enjoys spending time with her husband Rob and two kids: Reese & Ryder. They enjoy traveling, skiing, outdoor sports and soaking up all that our wonderful city of St. Pete has to offer.