Stacey brings over 30 years of expertise in the insurance and financial services industry to the Anchor Bay team. Her diverse career includes 15 years as a Regional Executive Wholesale Manager and six years as an independent Health Insurance Broker. Before joining Anchor Bay, Stacey served as a Financial Advisor with Prudential, where she earned the “Firm Rookie of the Year” award in 2020 and successfully obtained her Series 7, 63, and 66 licenses.
As an Investment Adviser Representative and Associate Financial Planner, Stacey leads our Client Services department. She oversees everything from seamless client onboarding to providing high-level support to clients for our Senior Advisors. She is also a commissioned Notary Public.
Outside of the office, Stacey is a passionate advocate for the American Heart Association – a cause close to her heart following a major cardiovascular event in 2014. She has been a guest speaker at AHA events throughout Southern California. A resident of Carlsbad, Stacey spends her free time with her husband Brian and cheering on her daughter and son in their college endeavors.
