Stacy Clifford

Founder and President @Holistic Wealth Advisors

Clifton Park, NY, US

Stacy A. Clifford is Founder and President of Holistic Wealth Advisors and has been providing wealth management services to families and business owners since 2002. As an independent Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Stacy continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.In 2002, Stacy joined GE Financial Securities, which is now Cetera Financial Specialists LLC as a Registered Representative. Entering the industry shortly after September 11th, the subsequent bear market challenged her to find ways to help her clients through difficult times.She maintains her Series 7, 6, and 65 through LPL Financial and Series 66 through LPL Financial and Stratos Wealth Partners. Stacy is also registered to conduct securities business in CA, CO, CT, FL, KY, MA, ME, NH, NY, OR and VT. She holds Insurance licenses in 9 states and is New York State Long-Term Care Partnership Plan Certified. She holds a Bachelor of Science degree in Political Science from Siena College (NY). Stacy lives in Clifton Park, NY with her three children Ethan, Lyra and Nadia and her precious miniature schnauzer Willy. She is active in her community and serves as a volunteer and supporter of St. Catherine\'s Center for Children. In her spare time, Stacy plays golf, hikes, spends time in the Adirondacks, cooks, watches football and travels.

Siena University

Bachelor of Arts, Political Science and Government