Stacy Eaton is a Founding Partner, Financial Advisor, and CERTIFIED FINANCIAL PLANNER® professional with Capital Square, LLC. Prior to Capital Square, Stacy had been a Partner with Bellwether Investment Group, LLC and a Vice-President with Morgan Stanley. Stacy began her career with Kidder, Peabody & Co. in 1993. She provides specialized consulting services to clients such as families, individuals, business owners, and retirement plans. These services include asset management, advisory services, and retirement, estate, and financial planning. Stacy received her BBA in Risk Management and Insurance from the University of Georgia’s Terry College of Business in 1990 and her Certified Financial Planner™ designation in 2004. She became a Registered Representative in 1993 and held the Series 7, 63, and 65 licenses and is insurance licensed as well.

Stacy is originally from Atlanta and currently resides in Flowery Branch, Georgia with her husband, Franklin, and daughters, Sabrina, Sophia, Sarah, and Susannah. The Eatons are active members of Christ Place Church. Her past and present community service includes being an advocate for international adoption, serving as a CASA for Hall-Dawson County, participation in the National Financial Planner’s Association, The Atlanta Association of Women in Securities, The Georgia Securities Association, Georgia Cares, Atlanta Society for Decorative Arts and Interior Design Club, The Gwinnett and North Fulton Junior League, Alumni Advisor for Alpha Gamma Delta Sorority, and child sponsorship through Helping Hands Foreign Missions and Compassion International.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.