Financial Advisor & PIM Portfolio Manager, Wells Fargo
Stacy has been in the investment industry over twenty years. She joined Wells Fargo Advisors as a Financial Advisor, PIM Portfolio Manager September 2016. Prior to Wells Fargo Advisors Stacy was with Morgan Stanley for 17 years.
Stacy helps guide her clients through complex and sophisticated issues that come with their financial success, so they can focus on the people, institutions and activities that enrich their lives. She assists the organizations she works with in collaborative efforts in achieving their planned objectives.
She works with her clients to understand their goals, define risk, manage liabilities and proactively plan for their overall financial future. Stacy’s objective is to assist her clients in developing a balanced and comprehensive investment strategy that is tailored to their needs. Her focus on a client–centric wealth management process has spanned throughout her career.
Stacy’s practice is comprised of corporate executives, entrepreneurs, closely held business owners, retirees, athletes and entertainers. She and her team grow the practice through selective referrals. Her caring, commitment and attention to detail creates mutually fulfilling, multigenerational relationships.
Stacy graduated from Rutgers University with a Bachelor of Arts in Economics and Wealth Management Certified Professional (WMCP™). She continues to proactively pursue education and knowledge, to strategically analyze the evolving landscape to address her client’s interests.
Stacy is committed to serving her community and other communities throughout her network. She is a board member of Virtua Health, South Jersey’s largest health system. She was appointed to the Governance and Joint Venture Committees and has served on the Investment and Finance Committee for over 12 years. Stacy has been on CN8 Philadelphia Financial segments. She has been a member of a Philadelphia City Council Woman’s steering committee and served as a board member of the Evander Holyfield Foundation. She is a former ballet and modern dance performer and teacher. At her church, she served as a trustee, delivered financial literacy seminars, and serves as a young adult and youth advisor.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.