Associate Financial Advisor
Focus
Stacey has extensive experience with the complex needs of high-net-worth individuals and business owners. She helps manage client relationships and has provided comprehensive client service for over 25 years. She leverages Wells Fargo Advisors Envision® planning and tools to implement recommendations to help clients pursue their ideal quality of life.
Background and experience
Stacey received her Associate Degree in Business Administration from Andover College in Portland, Maine, and started at Dean Witter (now Morgan Stanley) in 1997. She moved to Colorado in 2006 and earned her Bachelor Degree in Business Management from Colorado State University. She worked at UBS Financial Services, Inc. before moving back to Morgan Stanley in 2013 to work with Kristy Tochihara (Director, Senior PIM Portfolio Manager) and Noel Culberson (Director, Senior PIM Portfolio Manager).
She has several FINRA registrations including Series 7, 63, 65, 9 and 10, as well as her Colorado Life and Health Insurance licenses.
Away from the office
Stacey and her husband Marc have two beautiful children, Alana and Luc. Stacey can often be found at a hockey rink watching Alana and Luc as they compete. In her spare time, Stacey loves practicing yoga, riding her mountain bike, reading, and traveling.