Staci Bennett, Cfp®, Crpc™ Email and Phone Number
I would describe myself as authentic and ambitious. I love meeting new people, and I am always in pursuit of the best way to serve my clients, whether they are embarking on a new career, retiring, or discovering ways to fund a new business venture. I thrive on activity and productivity.MY PROFESSIONAL EXPERIENCE:I have been in the financial industry since 1998, beginning my career shortly after graduating from the University of Georgia's Terry College of Business in 1997. I have spent the majority of my career partnering with Wealth Management Advisors throughout the Southeast region of the United States consulting with them on clients' Retirement Assets specifically Income Generation, Wealth Preservation and Transfer, and Long Term Care. After many years of being on the road, I decided to settle down in St. Simons Island with my family so I could begin working directly with individuals, families, and businesses. My primary goal is to give my clients the best life possible with the resources they have available. I am a Chartered Retirement Planning CounselorSM designee.I AM MOST PROUD OF:-The opportunity I have had over the past 20 years to travel around the country developing my skills as a Financial Advisor, presenting to 1000s of industry professionals and clients, and educating them on retirement tools and resources.I WELCOME A CONNECTION IF:- You are looking to work with a dynamic wealth management group that focuses on your life goals and priorities, and you would benefit from simplifying your financial life.- You would like a 2nd opinion on your wealth management plan to get confirmation that you and your current Financial Advisor are on the right path or decide you need to engage a new perspective.Staci BennettPrivate Wealth Advisor, CRPC®Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Private Wealth AdvisorLpl Financial Apr 2020 - PresentSt Simons Island, Georgia, United States*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. -
Financial AdvisorMerrill Lynch May 2017 - Apr 2020*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. -
External WholesalerGlobal Atlantic Financial Company Mar 2015 - Apr 2017
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External WholesalerLincoln Financial Distributors Oct 2008 - Mar 2015 -
Retirement Specialist, VpMerrill Lynch Dec 2001 - Oct 2008
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WholesalerManulife Wood Logan, Inc. Sep 2000 - Dec 2001
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Regional Vice PresidentJ.C. Bradford& Co. Nov 1998 - Jul 2000
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ConsultantThe Deragon Group Jul 1997 - Oct 1998
Staci Bennett, Cfp®, Crpc™ Education Details
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University Of GeorgiaBachelor'S Degree
Frequently Asked Questions about Staci Bennett, Cfp®, Crpc™
What company does Staci Bennett, Cfp®, Crpc™ work for?
Staci Bennett, Cfp®, Crpc™ works for Lpl Financial
What is Staci Bennett, Cfp®, Crpc™'s role at the current company?
Staci Bennett, Cfp®, Crpc™'s current role is Private Wealth Advisor at LPL Financial.
What schools did Staci Bennett, Cfp®, Crpc™ attend?
Staci Bennett, Cfp®, Crpc™ attended University Of Georgia.
Who are Staci Bennett, Cfp®, Crpc™'s colleagues?
Staci Bennett, Cfp®, Crpc™'s colleagues are Jessica Cyrus, David V., Esteban Zavala, Julia Larson, Manish Kumar R, Peter Valverde, Jamie Byrd.
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