My career started in 1979 and I am still excited to come to work every day. It is extremely gratifying to help individuals attain their financial goals. Over the course of my career, I have had the opportunity to help clients amass enough money to retire comfortably, travel, fund their grandchildren's education and have a legacy to leave to future generations. My services have also enabled nonprofit organizations to fulfill their mission statements and help others.
The markets provide us with new opportunities every day. I enjoy finding the investments that will help my clients. Their successes make it rewarding to come to work every day.
I earned my Bachelor of Science degree in finance and accounting from Boston University. I currently hold my series 7, 52, 63, and 65 securities licenses as well as my life insurance license.
Stacey lives in Morristown. She is a Trustee of The Jewish Women’s Foundation of New Jersey, a member of the Essex County Wine Society and has served on the Valley National Bank Advisory Board. She is also a member of the New Jersey Association of Women Business Owners, National Council of Jewish Women, Hadassah, the American Cancer Society and the Porsche Club of America. In her spare time she enjoys playing tennis, cycling, and is a classically trained French Chef.