Stacy

Stacy: Email & Phone Number

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Wealth Manager at Freedom Family Office|Mesa, Arizona, United States

Position:

Wealth Manager at Freedom Family Office

Location:

Mesa, Arizona, United States

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Last updated: 2025-07-25
Updated: 2025-07-25

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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.

Their professional focus is Client Services, Estate Planning, and Financial Analysis across 3 core areas.

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 email address?

SignalHire found a verified business email address for Stacy: **@freedomfamilyoffice.com.

What is Stacy's phone number?

SignalHire found a verified phone number for Stacy: +1-***-***-0771.

How do I contact Stacy at Freedom Family Office?

You can reach Stacy through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Stacy's professional background?

Stacy has 24 years of professional experience. They have held roles including Wealth Advisor, Senior Vice President/Financial Advisor, and Vice President at companies such as Self-employed, Baird, and Goldman Sachs Personal Financial Management. Their education includes Master’s Degree from Kansas State University, and Social Work from Arizona State University.

Is Stacy's contact information up to date?

Yes. Stacy's SignalHire profile was last updated on 25 July 2025, reflecting their current position as Wealth Manager at Freedom Family Office in Boca Raton, Florida 33431, Florida, United States.

Stacy Namesakes

Name
Company
Position
Stacy
Executive Assistant
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Stacy
Caseworker
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Stacy
Out of Action
Inoperative
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