Stacey Walters
Vice President of Advanced Planning @Fidelity Investments
Raleigh, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2025 — Present
Vice President of Advanced Planning @Fidelity Investments
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SKILLS
Client CounselingLong-Term CareWealth Preservation PlanningPet TrustsEstate PlanningPublic SpeakingCourtsWestlawEstate Tax PlanningLegal WritingLeadershipLegal AdviceAppealsMedicaid Irrevocable TrustRevocable TrustsPower of AttorneyPreparation of WillsSpecial Needs PopulationsEstate AdministrationTrustsClient EducationCivil LitigationProbate AdministrationPersonal InjuryWillsLiving WillSpecial Needs TrustsLegal ResearchCustomer ServiceCharitable TrustsWealth Transfer
ABOUT STACEY WALTERS
I grew up in Hillsborough, North Carolina. I attended Elon University, where I majored in…
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