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Stacie Wallice, CDFA®, CMFC®

Stacie Wallice, CDFA®, CMFC®

Financial Advisor

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Stacie Wallice, CDFA®, CMFC®, is an independent Financial Advisor with Waddell & Reed in Greenville, South Carolina. She enjoys working with individuals, families and small businesses to assist them in developing a financial road map to help them “get there”. “There” all depends on what’s important to the client. The tools she uses may include a full comprehensive customized financial plan or an individualized investment strategy, reflective of their specific situation. Planning for the education of children or grandchildren, managing risks to future income with life insurance, or the structuring of business insurance could be additional interests. Some of these strategies may need to be coordinated with other trusted professionals, and Stacie emphasizes this as just one aspect of the attention to detail she provides that she believes sets her apart from others.

Prior to joining the company in 2008, Stacie was an Investment Advisor Representative with a local Registered Investment Advisory firm. Before moving to Greenville, Stacie also worked for investment companies in New York. She earned her Bachelor of Science degree in Finance from Ithaca College School of Business. She holds her Series 6, 7, 63 & 65 securities licenses, as well as her Life & Health Insurance licenses. In addition, Stacie is a Chartered Mutual Fund Counselorâ„  professional and a Certified Divorce Financial Analyst® professional. She has also completed training in collaborative divorce. Stacie is a past recipient of Waddell & Reed's Circle of Excellence Award.* Locally, Stacie is a current board member of NAIFA Upstate (National Association of Insurance and Financial Advisors) and completed NAIFA’s Leadership in Life Institute (LILI), a six-month leadership development program devoted to advancing personal growth and professional success. She is a current member and a former board member of the Greenville chapter of the LPGA Amateur Golf Association-Upstate, SC, a past member of the Financial Planning Association (FPA), and a former board member of the Furman University Women’s Leadership Institute.

Stacie and her husband Paul, with their 3 children, have made the upstate their home since 1995. In her spare time, Stacie enjoys golf, tennis, and yoga.

 

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