Stacey Heaton is a Registered Principal with Preferred Partners. She believes in the Preferred Partners philosophy that independent advisors should be in business for themselves, not by themselves. Her position as an advisor support manager helps advisors focus on their clients while she assists with compliance issues.
Stacey enjoys interacting with the advisors and learning their businesses through daily communications, branch audits and client reviews. With her help, advisors can eliminate the “back room” minutiae that takes precious time away from doing their jobs and ultimately growing their independent practices.
Above all, Stacey believes her success is measured by the success of the independent advisors she works with. She holds over 20 years of industry experience and has held every position from Wire Operator to Portfolio Administrator.
Stacey earned a BA in Economics from Colorado State University. She currently holds Series 7, 24, 63, and 65 licenses. In her spare time, she enjoys hiking, golfing, skiing, and watching college football.
Check the background of this investment professional on FINRA’s BrokerCheck.