Stacy J. Miller
BAYVIEW FINANCIAL PLANNING
Lutz, FL
CRD#: 6741242
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.
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 of life. She lives, works, volunteers, and paddleboards in Tampa Bay, though she serves clients nationwide.
Stacy is blazing a trail in the male-dominated financial services industry since only 6% of all financial advisors are female CFP®s. Stacy is a well-known and respected expert in the industry with features in The Wall Street Journal, The New York Times, Barron’s, CNBC, and many other media outlets. She is a highly sought-after speaker focused on educating women and military connected families nationally with her dynamic and engaging presentations at conferences and other professional events.
Stacy has a degree in Sociology from Boston University and an MBA from Auburn University, where she graduated at the top of her class. She has obtained several certifications on her journey to become the expert in her field including Financial Planning for Women in Transition and Philanthropic Solutions in Financial Planning.
Stacy is an influential and respected leader in the financial industry representing a unique demographic as a female CFP® and independent firm owner. Showcasing her passion for helping women and military-connected families, she is generous with her time and talent by volunteering, mentoring. and pro bono work. Her success has come through hard-work and aligning her values of integrity, compassion, and community with her goals.
Question & Answer
What are your service offerings?
Inheritance
Retirement Planning
Investment Planning
Life Transitions
Estate Planning
Do you have an area of expertise or specialization?
women and wealth
military-connected families
young professionals
What is your current number of clients?
Under 50
What is your minimum asset requirement?
0
How do you get paid?
Flat fee
Are you a "fiduciary"?
Yes
Personal quote
Guiding and empowering you to invest in your own future financial security through the tides of life.
Aliases
Stacy Jo Gay
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.
Name of the other business: Lyons View Capital, LLC Investment-related: YES Address: 570 Devall Dr, Ste 303, Auburn AL 36832 Nature of the other business: registered investment advisor Position: Partner Title: Asst Portfolio Manager Start date: Nov 2022 Approximate number of hours/month: 160 Number of hours devoted during securities trading hours: 160 Duties relating to the other business: sales, marketing, operations, portfolio management
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Jo Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Education
Auburn University
MBA - Finance
Boston University
BA - Sociology
Experience
Current
March 7, 2024 - Present
BAYVIEW FINANCIAL PLANNING
RIA
CRD#: 329073
Lutz, FL
Past
April 6, 2023 - November 22, 2023
LYONS VIEW CAPITAL, LLC
RIA
CRD#: 324582
Lutz, FL
Past
May 22, 2017 - November 22, 2023
BRIGHT INVESTMENTS, LLC
RIA
CRD#: 269955
Lutz, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/7/2024)
IAR
Texas(3/14/2025)
Current Firm
BF
BAYVIEW FINANCIAL PLANNING
BAYVIEW FINANCIAL PLANNING | BAYVIEW FINANCIAL PLANNING, LLC
CRD#: 329073 / SEC#:
Florida
Registered Investment Advisory firm - (3/7/2024 Approved)Texas
Registered Investment Advisory firm - (3/4/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lutz, FL
Mailing Address
3030 N. Rocky Point Dr. W Suite 150, Tampa, FL 33607
Phone number
(813) 395-9501
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 1,904,980 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
