portrait of Stacey Richmond

About Stacey

Start a career, buy a house, save for the future, raise children, launch a business, retire comfortably and, oh, try to find "balance" throughout it all. There are many emotions associated with the word "money", and I'm here to help you understand how to use it as a tool to reach your goals.

First, I like to take a macro-level approach to understand what's most important to you. Your goals. Your dreams. Your priorities. Then we take a deeper dive, a micro approach, to help align your money with your goals. I partner with you, and we will meet regularly to...

Focus Areas

  • Charitable Giving
  • Military Professionals & Veterans
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesFebruary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Brewton-Parker CollBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Fishing
  • Gardening
  • Woodworking
  • Camping

Team Members

  • Michele Bowden
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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