Stacy Stacey has been with Fisher Investments since 2001, serving clients and prospective clients primarily in the Baltimore/Washington DC metropolitan area. Her career in financial services industry began in 1982, and her professional experience includes working with high net worth individuals in New York City in the early 1980s for Citibank N.A. as an Account Executive and then as a Sales Manager. After that she spent 15 years at Dreyfus and GE Financial Assurance and was responsible for educating over 1,000 financial advisors at Banks, Wire Houses, Regional and Independent Brokerage Houses in a seven state region. While there, she was responsible for marketing her firm’s products of Mutual Funds, Fixed and Variable Annuities and Variable, Universal and Whole Life Insurance products to the financial advisors so that they understood the nuances in her firm’s products and in turn could more effectively present these products to their clients and prospective clients. Originally from Richmond, Virginia, Stacy graduated Cum Laude from St. Catherine’s School and holds a Bachelors of Business Administration from the College of William and Mary. Stacy can review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you. She can also help you understand how professional money management compares to other options available, empowering you with the information necessary to find the best “fit” for your investments. Contact Stacy for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest. We will email these to you at no cost.
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
This guide addresses some key questions many face when planning for retirement.
Learn about the eight biggest mistakes in the world of investing and how to avoid them.
*No cost and no obligation beyond completing a short request form and brief survey.