Merrill Lynch Financial Advisor Stacey Cassis

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Stacey Cassis is a financial advisor based in Bloomfield Hills, Michigan, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. Stacey holds multiple certifications, including CPFA, CPWA, and CRPC, which enhance her ability to provide comprehensive financial planning services. Her practice primarily serves individuals and families seeking to align their investments with their financial objectives.

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