Independent Investment Research
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Staci has been in the Financial Industry for 23 years. She provides knowledgeable advice and guidance and empathetic, caring service to her clients by striving to create an atmosphere in which clients feel at ease, comfortable and embraced. Staci spent the majority of her career advising Financial Advisors all over the Southeast Region of the United States to help them make decisions about the investments in their clients’ portfolios pertaining to income for life strategies, cash and investment strategies, wealth transfer, & long-term care. After many years of being on the road, Staci decided to settle down on St. Simons Island with her family and begin working directly with clients so she could make the impact on their lives they desire and deserve. Staci began her career in the financial industry with J.C. Bradford in Nashville, TN in 1998 where she first learned the value of taking care of clients in a sincere, genuine, authentic way. Her career then lead her to companies such as John Hancock, Lincoln Financial, Merrill Lynch and Global Atlantic (a Goldman Sachs company) where she continued to gain the experience and knowledge necessary to implement successful financial strategies for her clients. Staci grew up in Savannah, GA and graduated from the University of Georgia Terry College of Business in 1997. She volunteers regularly in her community serving on the Boards for the Humane Society, CASA, and Operation BedSpread. She also volunteers for Habitat for Humanity having served recently on The Hunt Ball planning committee. Staci enjoys spending time on the beach and out on the water with her husband, Chris, young son, Corbin, and three lucky dogs.