Stacy Macgregor Email & Phone Number

In 2008, Stacy launched her Merrill career as a client associate – working for and mentored by her parents who were both financial advisors. Encouraged by them to become a financial advisor, Stacy has adeptly stepped into that role and now assists many of those early clients, along with their children and grandchildren.Day in and day out, Stacy focuses on providing clients with what she calls "sensitive and sensible" financial advice and guidance – the kind that can bring comfort, in addition to desired results. She believes that superior wealth management is about "people, not just portfolios." With that in mind, she is devoted to cultivating trusted relationships with clients who appreciate the knowledge and integrity of a caring advisor. In addition, she is mindful of educating the next generation about important issues surrounding their wealth.Recognizing that successful people have "plenty on their plates," Stacy aims to simplify clients' financial lives – focusing on listening, learning, and collaborating with clients to understand their life priorities for home, health, family, giving and other areas. With a full understanding of what holds meaning to clients, she helps customize financial strategies that bring order and clarity to distinct aspects of their wealth.Stacy holds the Chartered Retirement Planning Counselor™, CRPC™ designation through the College for Financial Planning. She also holds a Bachelor's degree in Psychology from University of South Florida. Stacy lives in Waverly, Pennsylvania with her husband, Dylan, and their two children. In addition to outdoor activities and family travel adventures, Stacy and Dylan support a number of community organizations.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Jun 2008 - Present

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  University Of South Florida

  Bachelor'S Degree