CoverProfile

Stacy Bliss

Wealth Manager

Heritage Investment Group

United States, Florida, Pompano Beach

About Me

Stacy is a Wealth Manager at Heritage Investment Group and has been with the firm since 2006. Stacy began his career in 1990 as a financial advisor with J.W. Gant & Associates and later with Euro-Atlantic Securities. Prior to joining Heritage, Stacy spent ten years as a Financial Consultant and Acting Branch Manager for Charles Schwab & Company where he developed and maintained client relationships with high-net-worth individuals. Stacy’s primary responsibilities at Heritage include portfolio management, client servicing and marketing. Stacy is also an active member of the Boca Raton Chamber of Commerce. He is active at St. Ambrose Catholic Ch

View more

Profile Information

Wealth Manager

Heritage Investment Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pompano Beach

Florida

United States

Sep 6, 2024

Work Experience

Heritage Investment Group

Wealth Manager
Nov 2006 - Present
Email: sbliss@heritageinvestment.com

More profiles to browse

FM
Frederick MacLean Jr.
President
Profile Photo
Craig Chuang
Wealth Manager
Profile Photo
David Teas
Partner, Wealth Manager
NM
Nicklaus Mattingly
Wealth Manager

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth