Stacey Heaton

Vice President of Advisor relations

Stacey Heaton’s official title is Vice President of Advisor Relations with Preferred Partners, but such a title cannot fully describe the genius she brings to every advisory conversation. Thanks to 13 years of experience with Preferred Partners, Stacey knows virtually every key detail for all of our advisors. This is the rich soil of deep relationships, and it’s what helps Stacey oversee the behind-the-scenes advisor communications throughout our firm.

Stacey has a Bachelor’s degree in Economics and holds her Series 7, 24, 51, 63, and 65 licenses. Over the past 20 years, she’s served in many roles in financial services. Stacey’s insight and connections make her a masterful liaison between broker-dealers and our advisors.

When she’s not busy recalling a flurry of vital information, Stacey loves watching college sports.  She plans to attend marquee college sporting events, including the Rose Bowl and the Prefontaine Classic track meet. Stacey is an avid reader, enjoys spending time with her husband and two grown children, and volunteers at the Lawrence Humane Society and with the Midwest Transplant Network.