Meet Stacey Casey

Need expert financial advice? Stacey Casey at Numerica offers personalized investment and retirement planning, guiding clients with trust and expertise gained over 30 years.
Stacey Casey

Stacey Casey

RICP, Senior Financial Professional,
Numerica Financial Services*

LOCATION:

Sullivan branch
722 N Sullivan Rd
Spokane Valley, WA 99037

CONTACT:

509.413.3665

EXPERTISE:

  • Portfolio management
  • Financial planning
  • Investment services
  • High net-worth financial needs/goal-setting

Bio

Sometimes all you need to help reach your goals is someone to keep you on track. That’s where Stacey comes in. A fixture of the local financial industry since 1992, her success has been built on trust. She creates personalized road maps that keep her clients headed in the right direction.

Stacey credits her strong work ethic and sense of personal accountability to the years spent growing up on a Montana cattle ranch. Guiding clients — whether they’re just beginning their investment journey or nearing retirement — is about education and empowerment. She takes particular pride working with women who are single, widowed, or divorced, helping them thrive through financial literacy. She also enjoys working with multiple generations within families.

Of course, her favorite family time is spent with her husband and their two grown daughters. She loves giving back to her church and community or passing leisure hours painting or scrapbooking. Whenever she can swing it, she’s outside — hiking, running, or playing with Stella, her English bulldog.

Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Form CRS and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Hey, friend!
You're about to leave Numerica's secure website.
Numerica is not responsible for the overall website content, security, or privacy policies on third-party sites. Just a kind reminder to consult their policies for more information.