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Wealth Manager at Freedom Family Office
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Location

Mesa, Arizona, United States

Work Experience 24 years

Wealth Manager at Freedom Family Office

Jun 2025 - Current

Wealth Advisor at Self-employed

May 2025 - May 2025

Senior Vice President/Financial Advisor at Baird

Mar 2023 - May 2025

Vice President at Goldman Sachs Personal Financial Management

Jan 2019 - Mar 2023

Certified Financial Planner at Stoker Ostler Wealth Advisors

Jan 2015 - Dec 2018

Associate Portfolio Manager at Stoker Ostler Wealth Advisors

Jan 2015 - Jul 2018

Branch Manager - Vice President at BMO U.S.

Sep 2005 - Jan 2015

Financial Advisor at JPMorgan Chase & Co.

Oct 2003 - Aug 2005

Financial Advisor at AXA Advisors, LLC

Jun 2002 - Oct 2003

Stacy started working in 2002, then the employee has changed 7 companies and 7 jobs. On average, Stacy works for one company for 3 years.

Education

Master’s Degree at Kansas State University

Social Work at Arizona State University

Northern Arizona University

Gilbert High School

Bachelor's degree at Arizona State University

Frequently Asked Questions

What is Stacy's average duration of employment for different companies?

On average, Stacy works for one company for 3 years 3 months

What industries has Stacy worked in?

Stacy works in the Financial Services. Previously, Stacy worked in the , and Banking.

What positions has Stacy held before?

Previously, Stacy worked as a Wealth Advisor, and Senior Vice President/Financial Advisor, and Vice President, and Certified Financial Planner, and Associate Portfolio Manager.

How do I contact Stacy?

Stacy's email address is **@freedomfamilyoffice.com, phone number is +1-***-***-0771. Sign up to get contact details.

Who is the President/CEO/Director of the Freedom Family Office?

The President/CEO/Director of the Freedom Family Office is Mike Waldow

Who are Stacy's peers at other companies?

Stacy's peers at other companies are Scott Burkland and Rahul Kumar and Teena Rawat

Stacy Namesakes

Name
Company
Position
S
Executive Assistant
S
Out of Action
Inoperative

Similar profiles

Name
Company
Position
S
Challenger Wealth Management
Wealth Manager
T
Wealth Manager

Other employees at Freedom Family Office

Name
Company
Position
M
Director of Wealth Management

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