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About Us

Stacy Financial Group

Our job is to listen to our clients’ needs and goals, and to provide solutions that complement both risk tolerance and expectations.


All clients have different needs. It is our priority to  deliver sound advice and help our clients identify and select investments that are an appropriate match for those needs. We are committed to developing realistic and achievable goals and couple that with a high level of service that provides comfort and confidence for our clients.

Chad Stacy

Chad is the President of Stacy Financial Group.  He began his career in  financial services in 2004 working at Edward Jones. For the first two years, he was located at their headquarters in St. Louis, MO, working in multiple departments, building his knowledge in all aspects of the  business. He then moved to Orange Beach, AL and later to Pensacola Beach, FL where he ran established practices for Edward Jones. In 2010, Chad moved his business to Rodney Rich & Co. (Cadaret Grant) where he began working with credit union members who were retiring from the FL state retirement system as well as retiring employees of AT&T. Wanting to branch out on his own so he could provide clients with a broad array of independent financial solutions, Chad formed the Stacy Financial Group. His practice is built on a client base of both businesses and individuals. In addition, he provides retirement planning options to employees of the Escambia County School District.

Chad is a graduate of Auburn University with a degree in Finance.  He resides in Gulf Breeze, FL with his daughter, Charli Belle. In his free time, Chad loves offshore fishing and attending Auburn football games.

Need more details?

We are here to assist. Contact us by phone, email or via our Social Media channels.

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