"I specialize in financial planning to help you create a roadmap for pursuing financial independence."
Objective:
Who We Are | What We Do | How We Can Help
Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track.
Biography:
Stacey earned a Bachelor of Science degree in Business Management from Franklin Pierce College, located in Merrimack, NH. She has more than 25 years of experience in the financial services industry. She works closely with clients to review various aspects of their financial world in order to develop a customized strategy that helps them to pursue financial independence.
Professional Designations and Registrations:
- CERTIFIED FINANCIAL PLANNERTM
- Securities Industry Essentials® [SIE®] Exam
- Series 7 – General Securities Representative Exam
- Series 63 and Series 65 - Uniform Investment Advisor
- Licensed for Life Insurance, Long Term Care and Variable Products
Stacey's Core Competencies:
Client Service & Relationship Management | Account Servicing | Compliance & Regulatory Awareness
- Financial Planning
- Investment Management
- Insurance Strategies
- Retirement Planning
- Executive Stock Options
- Business Retirement Plans
- Business Benefits
- Business Exit Strategies
- College Planning
- Estate Planning
*Stacey is a CERTIFIED FINANCIAL PLANNERTM
* Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
