Stacy Miller, Cfp®, Mba Email and Phone Number
Stacy Miller, Cfp®, Mba work email
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Stacy Miller, Cfp®, Mba personal email
I am the Founder & CEO of BayView Financial Planning, a flat fee fiduciary financial planning and wealth management firm for women, widows, and veterans. I am a Certified Financial Planner®️ (CFP®) professional, speaker and writer.Featured in The Wall Street Journal, The New York Times, and more, I am an expert at guiding you toward financial security and peace of mind. I facilitate each client meeting as an active listener. I am approachable, use little jargon, and have a great attention to detail.I am a military spouse to a retired U.S. Army officer, mom to two Gen Z sons who followed my advice and graduated college debt-free. I live, volunteer, and paddleboard in Tampa Bay. YouTube: @bayviewfpFacebook: @bayviewfpInstagram: @bayviewfp
Bayview Financial Planning
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Founder And CeoBayview Financial Planning Mar 2024 - PresentTampa, Florida, Us
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Partner | Vice President | Senior Financial PlannerBright Investments Jan 2023 - Nov 2023Auburn, Al, Us -
Partner | Vice President | Wealth AdvisorBright Investments Nov 2016 - Dec 2022Auburn, Al, UsFee-only fiduciary Wealth Advisor and Certified Financial Planner® professional; built this independent firm with my partners with the intent of doing things the way we think the industry should do things; as a team with integrity and transparency; as employee-owners, 100% of our public equity investments are invested alongside our clients.
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PartnerLyons View Capital Jan 2023 - Oct 2023 -
Director Of OperationsWear Blue: Run To Remember Dec 2015 - Dec 2016Dupont, Washington, Us -
Business Development ManagerVeterans Lending Group Jan 2015 - Jun 2015Puyallup, Washington, Us -
Relationship Development CoordinatorVeterans United Home Loans 2013 - 2015Columbia, Missouri, Us -
LeaderWeightwatchers 2006 - 2008New York, Ny, Us -
Project Manager For Business DevelopmentCape Fear Valley Health 1998 - 1999Fayetteville, Nc, Us -
Office Manager And BookkeeperSadowski & Company, Llc 1993 - 1996Savannah, Georgia, Us
Stacy Miller, Cfp®, Mba Skills
Stacy Miller, Cfp®, Mba Education Details
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Auburn University Harbert College Of BusinessMaster Of Business Administration (Mba) -
Boston UniversitySociology
Frequently Asked Questions about Stacy Miller, Cfp®, Mba
What company does Stacy Miller, Cfp®, Mba work for?
Stacy Miller, Cfp®, Mba works for Bayview Financial Planning
What is Stacy Miller, Cfp®, Mba's role at the current company?
Stacy Miller, Cfp®, Mba's current role is Guiding & Empowering Women, Widows, and Veterans to Invest in Their Future Financial Security | Founder & CEO of BayView Financial Planning | Certified Financial Planner™ | Speaker | Writer.
What is Stacy Miller, Cfp®, Mba's email address?
Stacy Miller, Cfp®, Mba's email address is st****@****smd.com
What schools did Stacy Miller, Cfp®, Mba attend?
Stacy Miller, Cfp®, Mba attended Auburn University Harbert College Of Business, Boston University.
What skills is Stacy Miller, Cfp®, Mba known for?
Stacy Miller, Cfp®, Mba has skills like Outlook, Healthcare, 10 Key, Hipaa, Emr, Medical Terminology, Receptionist Duties, Microsoft Excel, Ehr, Medicare, Microsoft Word, Commercial Insurance.
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