Stacie Coleman lives by the words of the great British writer C.S. Lewis - “Integrity is doing the right thing, even when no one is watching.” Her financial services career was sparked by a breach of trust from her own financial advisor, a close friend. This incident ignited a passion to educate herself about finance, especially insurance and investments.
Stacie’s passion was fueled even more when she realized she could help others avoid the pitfalls she had encountered. She understands “knowledge is power”, and she strives for her clients to feel informed and empowered.
Prior to her financial career, Stacie spent 15 years working with individuals grappling with neurological conditions and their equally struggling families. She found great satisfaction in helping people through challenging times, and she brings the same passion to the financial world. Now Stacie focuses on the financial well-being of her clients, which include women who have lost husbands to death or divorce, young professionals building wealth and individuals on the brink of retirement.
Community Involvement and Support
- Henry’s Home
- Meals on Wheels
- WGNO Networking Group
- Woodlands Chamber of Commerce, C.A.R.E. Committee
Education and Certifications
- University of Houston at Clear Lake, BBA Marketing
- Texas Life, Accident, Health Insurance licenses
Professional Experience and Recognition
- Clark Bioscience
- Burroughs-Wellcome Pharmaceuticals
- Brokers Alliance
- National Agents Alliance
Raymond James is not affiliated with the above organizations and/or charitable causes.