Stacey Wisman
Financial Planner and Wealth Management Advisor @Touchstone Wealth
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WORK HISTORY
Financial Planner and Wealth Management Advisor @Touchstone Wealth
Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you: • Define your personal financial goals • Develop a financial strategy that can help you achieve these goals • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame • Implement your strategy with products and services that help meet your needs. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6263 N Scottsdale Rd Suite 140 Scottsdale, AZ 85••••••••00. • I am licensed to sell insurance in: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, and WV and securities in: AZ, CA, FL, NY, TX, and WA. California License #0I07740.
EDUCATION
University of Arizona
Bachelor of Science (B.S.), Finance, Magna Cum Laude, Honors College
The American College
CLU, Chartered Life Underwriter, A
The American College of Financial Services
ChFC, Chartered Financial Consultant, A
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