• Women in Insurance and Financial Services (WIFS, Baltimore Chapter)
• Premier Partner^®
• The WISE Group
• National Associate of Insurance and Financial Advisors (NAIFA)
• The Resource Group, Practice Management Committee member
• The Resource Group, Annual Meeting Planning Committee member
• The Resource Group Lifetime Member
• Member of Osaic’s W Board

• B.S., The University of Delaware

• The Ronald McDonald House Charities of Baltimore, MD
• The MD Food Bank
• Kennedy Krieger Annual Festival of Trees

• WIFS Circle of Excellence
• One of the Top 150 Planners with Lincoln Financial Advisors in 2023
• Forbes’ Top Women Wealth Advisor, Best-In-State for 2025⁶
• InvestmentNews Women To Watch – Financial Literacy Champion Finalist in 2024⁷

¹WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. Stacey applied for the award. Neither the advisors nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 for the annual membership. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.

²The mission of The WISE Group is to assist women financial advisors with Osaic Wealth in the growth and recognition of their practice.

³Premier Partners® was a Lincoln Financial Advisors program that represented a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.

⁴This award was an internal recognition of the top 150 producing financial professionals within Lincoln Financial Advisors determined by annual sales amounts.

⁵The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth.

⁶ The Forbes ranking of America’s Top Women Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

⁷Stacey has been named a Financial Literacy Champion finalist by InvestmentNews on September 9th, 2024 for the period from 1/1/23-7/12/27. The Financial Literacy Champion is independently produced by InvestmentNews and is awarded to an individual who is active and involved in an initiative promoting financial literacy starting January 1, 2023 onwards. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to InvestmentNews for the nomination or receipt of the award. The award will be independently granted and membership in an organization was not required. For more information please visit: https://womentowatch.investmentnews.com/process/