Client Services Manager
Boulder, CO
Stacey received her Bachelor of Science degree in Business from Montana State University. She also holds her FINRA Series 7, Series 65 and Series 63 licenses through LPL Financial and brings over 30 years of financial industry experience. Stacey has been a member of the Meridian team since its inception.
Stacey lives in Broomfield with her husband Eric. She is a proud mom to two amazing kids, Donovan and Lauren. With her son on the west coast and her daughter on the east coast, she is always up for a coastal visit.
Professional Designations and Registrations
- Investment Advisor Representative (Series65)
- Registered Securities Representative* (Series7)
- Uniform Securities Agent State Law* (Series 63)
*Securities registrations held through LPL Financial