Meet Stacey Heaton, a highly experienced Registered Principal with Preferred Partners who is passionate about helping independent advisors succeed in their businesses.
Stacey takes great pleasure in working closely with advisors to understand their businesses and provide them with daily support through suitability reviews, branch audits, and communication.
Stacey believes that her own success is directly tied to the success of the independent advisors she works with, and this is reflected in her over 20 years of experience in the industry and her experience and knowledge make her an invaluable asset to our team.
Stacey holds a BA in Economics and has earned FINRA Series 7, 24, 63, and 65 licenses. When she’s not assisting clients, you can find her volunteering at the USO and the Midwest Transplant Network. She and her husband live in Lawrence, KS and have 2 grown children.
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