Originally from England, Stacey has had many years experience as a business owner before joining Merrill Lynch Wealth Management in 2012.
After a successful career in technical sales Stacey founded and grew two internet services businesses in the UK before moving to Silicon Valley in 1999. She enjoyed many years working with clients and their investments in both Silicon Valley and the San Francisco East Bay.
Stacey received her BSc in Applied Physics from the University of Portsmouth, UK and PGCE (Physics) from Brunel University, London, UK and spent her high school years in Hong Kong where her family lived for many years. Stacey enjoys helping clients identify and plan their financial goals working with high net worth individuals, families and business owners.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.