Stacey Adams, RICP®, CEPA®

Stacey is a trusted financial advisor known for delivering sophisticated wealth strategies with warmth, clarity, and unwavering client advocacy. A top-performing advisor within her firm and with Guardian Life Insurance Company/Park Avenue Wealth Management, she has built her reputation on helping individuals, families, and business owners make confident financial decisions at every stage of life.

With more than a decade of experience, Stacey specializes in comprehensive financial planning, investment management, tax-efficient strategies, retirement income planning, estate and legacy planning, and business succession planning. She collaborates closely with attorneys, CPAs, and other specialists to provide coordinated guidance tailored to each client’s unique goals and complexities. Whether preparing a business owner for a future exit, designing wealth transfer strategies for multi-generational families, or building long-term retirement security, Stacey brings both strategic precision and personal care to every relationship.

Before entering the financial industry, Stacey built a successful career in broadcast news, a background that continues to shape her thoughtful, investigative approach to advising. She asks the right questions, listens deeply, and uncovers opportunities others may overlook. Her ability to simplify complex financial concepts into clear, actionable strategies helps clients feel informed, empowered, and supported throughout the planning process.

Clients value Stacey not only for her technical expertise, but also for the responsiveness, energy, and genuine partnership she brings to every interaction. She believes exceptional advising goes beyond products and portfolios; it’s about becoming a trusted resource and long-term advocate for the people she serves. Her goal is simple: to help every client feel more financially secure, confident, and prepared for the future.