Stacey focuses on providing wealth planning strategies for families and individuals. This encompasses working with clients throughout their evolving stages of earning, saving, protecting and sharing their wealth. Through financial planning Stacey strives to help clients achieve comfort in knowing they won’t outlive their resources, but also the confidence to enjoy what they have worked to achieve. Stacey obtained the CERTIFIED FINANCIAL PLANNER™ certification and has committed to the CFP Board’s high ethical standards, which require putting the client’s interest first. She also holds the Advanced Wealth Manager designation at RBC Wealth Management and specializes in retirement planning, investment strategies, estate planning services, insurance solutions and charitable giving. Stacey graduated with a Master of Business Administration and a Bachelor of Science degree in finance, magna cum laude, both from the University of Florida.
Stacey was fortunate to meet the founders of the Green & Henwood Wealth Management Group when she began her career in finance at William R. Hough & Co. in St. Petersburg in 2001. She eagerly accepted an offer to join the team in 2013. Outside of the office, Stacey enjoys spending time with her husband, Rob, and two kids, Reese and Ryder. They enjoy traveling, following the kids on their sailing adventures and soaking up all that our wonderful city of St. Petersburg has to offer.