Raymond Stacy

With over 28 years of experience in wealth management, Mike Stacy, CFP^®, has built his career on a quiet but steady principle: understanding what truly matters to his clients--personally, professionally, and financially. His approach is grounded in thoughtful listening, long-term perspective, and a sincere commitment to helping individuals and families achieve clarity, confidence, and purpose in their financial lives.
Mike's process begins with getting to know each client's values, aspirations, and priorities. From there, he develops a personalized strategy aligned with their goals and risk tolerance--drawing on Merrill's depth of investment capabilities and access to local estate planning resources. Through a disciplined, holistic planning approach, Mike helps clients navigate life transitions, preserve wealth, and plan with intention for the generations ahead.
As a dedicated advisor, Mike continues to stay closely involved--reviewing progress regularly and making thoughtful adjustments to help ensure each plan remains in sync with a client's evolving needs.
Based in the Greater Cincinnati area for nearly three decades, Mike joined Merrill in 2011. He is a graduate of the University of Kentucky, where he earned a BBA in Finance, and he currently serves on the UK Alumni Board. A Northern Kentucky native, Mike is active in his community and a member of Blessed Sacrament Parish. Outside the office, Mike enjoys spending time with his wife, Tracie, and their three daughters, Sophia, Bella and Gigi. Whether boating on the lake or traveling with family, he values meaningful experiences and connection--principles that continue to shape the way he serves his clients every day.