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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

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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

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