Stacy Jo Miller
CFP®Professional Summary
Stacy Jo Miller, CFP is the Founder & CEO of BAYVIEW FINANCIAL PLANNING. Stacy is registered as an IAR (Investment Advisor Representative) and started her career in finance in 2017. Stacy has worked at 3 firms and has passed the Series 65 exam. She is a Certified Financial Planner® professional.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
Specializations
Biography
Stacy Miller, CFP® is the Founder and CEO of BayView Financial Planning and a military spouse to a retired U.S. Army officer. It is due to her own financial insecurities after years of unemployment and underemployment as a military spouse that she decided to learn everything she could about personal finance and investing. Stacy specializes in guiding and empowering women, widows, and military-connected families to invest in their own future financial security through the tides...
Other Aliases
Stacy Jo Gay
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
YouTube Channel
youtube.com/@xxxxxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
Education
Auburn University
Finance, MBA
Finance, MBA
Boston University
Sociology, BA
Sociology, BA
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Current Firm
BAYVIEW FINANCIAL PLANNING | BAYVIEW FINANCIAL PLANNING, LLC
Contact Information
Main Address
Lutz, FLMailing Address
3030 N. Rocky Point Dr. W Suite 150, Tampa, FL 33607Phone Number
(813) 395-9501# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
16AUM (Assets Under Management)
$3,153,867Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/7/2024)
(3/14/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stacy Jo Miller's CRS (Customer Relationship Summary).
Services Offered by Stacy
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
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