Stacy has been in the financial services industry for over 22 years. She currently serves as a Financial Consultant in the Charleston region. She is very involved in the local community including Trident United Way Women’s Leadership, Co-chair of Friends and Family Committee, and currently serves as a Board Member for the Trident United Way. She is a graduate of the College of Charleston with a BS in Business Administration with an emphasis in accounting. She has her FINRA Series 7, and 63 securities registrations held with LPL Financial and her SC Life, Accident and Health Insurance License. In her free time, she enjoys spending time with her family.
“I help clients with all aspects of financial planning and advice.”
FINRA Series 7, and 63 securities registrations held with LPL Financial
SC Life, Accident and Health Insurance License
College of Charleston with a BS in Business Administration
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.