Kimberly Stacy, Cpa
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Kimberly Stacy, Cpa Email & Phone Number

Lead Associate Wealth Manager at Nadler Financial Group
Location: Greater Chicago Area, United States 7 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Nadler Financial Group
Role
Lead Associate Wealth Manager
Location
Greater Chicago Area, United States
Company size
22 employees

Who is Kimberly Stacy, Cpa? Overview

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Quick answer

Kimberly Stacy, Cpa is listed as Lead Associate Wealth Manager at Nadler Financial Group, a with 22 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Kimberly Stacy, Cpa.

Kimberly Stacy, Cpa previously worked as Associate Wealth Manager at Nadler Financial Group and Client Service Associate at Gresham Partners, Llc. Kimberly Stacy, Cpa holds Bachelor Of Science - Bs, Accounting, Finance, Entrepreneurship & Corporate Innovation from Indiana University - Kelley School Of Business.

Company email context

Email format at Nadler Financial Group

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Nadler Financial Group

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Profile bio

About Kimberly Stacy, Cpa

Kimberly Stacy, Cpa is a Lead Associate Wealth Manager at Nadler Financial Group.

Current workplace

Kimberly Stacy, Cpa's current company

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Nadler Financial Group
Nadler Financial Group
Lead Associate Wealth Manager
Chicago, IL, US
Website
nadlerfinancial.com
Employees
22
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Company profile
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7 roles

Kimberly Stacy, Cpa work experience

A career timeline built from the work history available for this profile.

Experienced Tax Associate, Personal Financial Services

Pwc

Chicago

Oct 2017 - Oct 2019

Tutor

Tandlr Llc

Bloomington, In

Nov 2014 - May 2017

Pcs/Pfs Tax Intern

Pwc

Chicago, Il

Jun 2016 - Aug 2016

Financial Analyst

Runlastman.Com

Dublin, Ireland

Jun 2015 - Jul 2015
Team & coworkers

Colleagues at Nadler Financial Group

Other employees you can reach at nadlerfinancial.com. View company contacts for 22 employees →

RR Rebecca Raff, Cfp® Rebecca Raff, Cfp® Colleague at Nadler Financial GroupDeerfield, Illinois, United States View → GF Greg Foss Greg Foss Colleague at Nadler Financial GroupGreater Chicago Area, United States View → WP William P. (Will) Clark, Cfp® William P. (Will) Clark, Cfp® Colleague at Nadler Financial GroupDeerfield, Illinois, United States View → PS Philip Sloan, Cpa, Cfp® Philip Sloan, Cpa, Cfp® Colleague at Nadler Financial GroupGreater Chicago Area, United States View → CS Cindy Schulze, Cpa Cindy Schulze, Cpa Colleague at Nadler Financial GroupDeerfield, Illinois, United States View → SM Sherry Meszaros Sherry Meszaros Colleague at Nadler Financial GroupGreater Chicago Area, United States View →
3 education records

Kimberly Stacy, Cpa education

Bachelor Of Science - Bs, Accounting, Finance, Entrepreneurship & Corporate Innovation

Indiana University - Kelley School Of Business

Activities and Societies: Kelley Honors Program, Hutton Honors College, Student Accounting Society President, Kelley Living LearningCenter

Education record

Warren Township High School

Activities and Societies: Future Business Leaders of America, National Honor Society, Marching Band, Symphonic Band I, LifeTeen Youth Group

FAQ

Frequently asked questions about Kimberly Stacy, Cpa

Quick answers generated from the profile data available on this page.

What company does Kimberly Stacy, Cpa work for?

Kimberly Stacy, Cpa works for Nadler Financial Group.

What is Kimberly Stacy, Cpa's role at Nadler Financial Group?

Kimberly Stacy, Cpa is listed as Lead Associate Wealth Manager at Nadler Financial Group.

Where is Kimberly Stacy, Cpa based?

Kimberly Stacy, Cpa is based in Greater Chicago Area, United States while working with Nadler Financial Group.

What companies has Kimberly Stacy, Cpa worked for?

Kimberly Stacy, Cpa has worked for Nadler Financial Group, Gresham Partners, Llc, Pwc, Tandlr Llc, and Runlastman.Com.

Who are Kimberly Stacy, Cpa's colleagues at Nadler Financial Group?

Kimberly Stacy, Cpa's colleagues at Nadler Financial Group include Rebecca Raff, Cfp®, Greg Foss, William P. (Will) Clark, Cfp®, Philip Sloan, Cpa, Cfp®, and Cindy Schulze, Cpa.

How can I contact Kimberly Stacy, Cpa?

You can use AeroLeads to view verified contact signals for Kimberly Stacy, Cpa at Nadler Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Stacy, Cpa attend?

Kimberly Stacy, Cpa holds Bachelor Of Science - Bs, Accounting, Finance, Entrepreneurship & Corporate Innovation from Indiana University - Kelley School Of Business.

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