Stacey Adams, RICP®, CEPA®

Stacey Adams is an award-winning journalist who had a fulfilling 24-year career in the broadcast news industry. Throughout her career, Stacey Adams has been committed to providing information that strengthens the lives of individuals and their families. Prior to joining the financial services industry, she worked as a television news anchor for nearly 25 years. Today, she draws on her unparalleled communication skills to inform clients of their financial well-being and deliver solutions that advance their interests. 

While providing clear, concise, and customized strategies, Stacey specializes in providing life insurance solutions, investment plans, comprehensive savings plans, and ongoing client education. Whether working with business owners, individuals, or families, Stacey’s sense of humor often accompanies her state-of-the-art strategies. As her clients might tell you, she often makes it clear that “your financial future is not a DIY project.”

Stacey brings more than a decade of experience delivering advanced protection and wealth strategies to families, professionals, and business owners. Her practice is grounded in disciplined risk management, structural design, and long term financial stewardship.

A consistent top producer within her Agency and Guardian, an honor reserved for approximately the top 1% of financial professionals nationwide, she is recognized for sustained production excellence and professional rigor. Her expertise spans sophisticated life insurance structuring, disability income planning, and long term investment portfolios.

A native of Orlando, Stacey lives in Fort Myers with her husband and son. Outside of the office, she looks forward to spending time with her family.