Founder And Ceo
Current
Mar 2024 - Present
AeroLeads people directory · profile
Stacy Miller, Cfp®, Mba Email & Phone Number
Guiding & Empowering Women, Widows, and Veterans to Invest in Their Future Financial Security | Founder & CEO of BayView Financial Planning | Certified Financial Planner™ | Speaker | Writer
at
BayView Financial Planning
1 work email found
@brightinvestmentsllc.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Guiding & Empowering Women, Widows, and Veterans to Invest in Their Future Financial Security | Founder & CEO of BayView Financial Planning | Certified Financial Planner™ | Speaker | Writer
Location
Tampa, Florida, United States
Who is Stacy Miller, Cfp®, Mba? Overview
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Quick answer
Stacy Miller, Cfp®, Mba is listed as Guiding & Empowering Women, Widows, and Veterans to Invest in Their Future Financial Security | Founder & CEO of BayView Financial Planning | Certified Financial Planner™ | Speaker | Writer at BayView Financial Planning, based in Tampa, Florida, United States. AeroLeads shows a work email signal at brightinvestmentsllc.com and a matched LinkedIn profile for Stacy Miller, Cfp®, Mba.
Stacy Miller, Cfp®, Mba previously worked as Founder and CEO at Bayview Financial Planning and Partner | Vice President | Senior Financial Planner at Bright Investments. Stacy Miller, Cfp®, Mba holds Master Of Business Administration (Mba) from Auburn University Harbert College Of Business.
Company email context
Email format at BayView Financial Planning
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*@brightinvestmentsllc.com
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AeroLeads found 1 current-domain work email signal for Stacy Miller, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Stacy Miller, Cfp®, Mba
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
Listed skills include Outlook, Healthcare, 10 Key, Hipaa, and 17 others.
Current workplace
Stacy Miller, Cfp®, Mba's current company
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10 roles · 33 years
Stacy Miller, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Partner | Vice President | Senior Financial Planner
Jan 2023 - Nov 2023
Partner | Vice President | Wealth Advisor
Fee-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.
Nov 2016 - Dec 2022
Partner
Jan 2023 - Oct 2023
Director Of Operations
Dec 2015 - Dec 2016
Business Development Manager
Jan 2015 - Jun 2015
Relationship Development Coordinator
2013 - 2015
~2 yrs
Leader
2006 - 2008
~2 yrs
Project Manager For Business Development
1998 - 1999
~1 yr
Office Manager And Bookkeeper
1993 - 1996
~3 yrs
2 education records
Stacy Miller, Cfp®, Mba education
Master Of Business Administration (Mba)
Auburn University Harbert College Of Business
Bachelor Of Arts (Ba), Sociology
Boston University
FAQ
Frequently asked questions about Stacy Miller, Cfp®, Mba
Quick answers generated from the profile data available on this page.
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 BayView Financial Planning?
Stacy Miller, Cfp®, Mba is listed as Guiding & Empowering Women, Widows, and Veterans to Invest in Their Future Financial Security | Founder & CEO of BayView Financial Planning | Certified Financial Planner™ | Speaker | Writer at BayView Financial Planning.
What is Stacy Miller, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @brightinvestmentsllc.com for Stacy Miller, Cfp®, Mba at BayView Financial Planning.
Where is Stacy Miller, Cfp®, Mba based?
Stacy Miller, Cfp®, Mba is based in Tampa, Florida, United States while working with BayView Financial Planning.
What companies has Stacy Miller, Cfp®, Mba worked for?
Stacy Miller, Cfp®, Mba has worked for Bayview Financial Planning, Bright Investments, Lyons View Capital, Wear Blue: Run To Remember, and Veterans Lending Group.
How can I contact Stacy Miller, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Stacy Miller, Cfp®, Mba at BayView Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Stacy Miller, Cfp®, Mba attend?
Stacy Miller, Cfp®, Mba holds Master Of Business Administration (Mba) from Auburn University Harbert College Of Business.
What skills is Stacy Miller, Cfp®, Mba known for?
Stacy Miller, Cfp®, Mba is listed with skills including Outlook, Healthcare, 10 Key, Hipaa, Emr, Medical Terminology, Receptionist Duties, and Microsoft Excel.
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