Stacy L. Bliss

Portfolio Manager

Stacy is a Portfolio Manager at Heritage Investment Group and has been with the firm since 2006. Stacy began his career in 1990 as a financial advisor with J.W. Gant & Associates and later with Euro-Atlantic Securities. Prior to joining Heritage, Stacy spent ten years as a Financial Consultant and Acting Branch Manager for Charles Schwab & Company where he developed and maintained client relationships with high-net-worth individuals. Stacy’s primary responsibilities at Heritage include portfolio management, client servicing and marketing. Stacy is also an active member of the Boca Raton and Lighthouse Point Chambers of Commerce. He is active at St. Ambrose Catholic Church in Deerfield Beach, where he serves as both Eucharistic Minister and Lector. Stacy also sits on the Pastoral Council and is a Board Member of the church’s school. Stacy lives in Boca Raton with his wife Mimi and their two daughters. He enjoys tennis, golf and mountain biking.

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