Stacey Cole, J.D.

CCO, Executive Managing Director

Stacey is a founding partner and wealth advisor at Haven Private LLC.

With 30 years of experience in helping families navigate the complexities of their wealth, Stacey provides guidance calibrating personal and family goals with investments, estate and trust plans, and philanthropic wishes. 

Prior to establishing Haven Private, Stacey and her immediate team worked together at Fieldpoint Private Securities, LLC. and Bank of America Private Bank (formerly U.S. Trust).  

Throughout her career at U.S. Trust, Stacey served as a senior vice president and senior trust officer, providing fiduciary oversight of investment management and trusts, and advising on sophisticated financial strategies encompassing investments and risk management, and depository and lending solutions.  

Prior to joining U.S. Trust, Stacey was a partner with Akerman, where she focused her practice on fiduciary litigation.  Although she no longer practices law, Stacey retains her Florida Bar license and remains active in the Florida Bar’s Real Property, Probate and Trust Law Section, serving on various committees that participate in shaping Florida’s estate and trust laws.

She earned her Juris Doctor, with honors, from the University of Florida Levin College of Law, and her Bachelor of Science in Public Relations, with honors, from the University of Florida College of Journalism and Communications.