RICP®, CEPA®

“Time can be your best friend or your worst enemy. Stop waiting, let’s start today!”

— Stacey Adams

Stacey is a trusted financial advisor known for delivering sophisticated wealth strategies with clarity, compassion, and personalized guidance. With more than a decade of experience, she specializes in comprehensive financial planning, investment management, retirement income strategies, tax-efficient planning, estate and legacy planning, and business succession planning.

A top-performing advisor, Stacey works closely with individuals, families, and business owners to develop customized strategies that align with their long-term goals. She also collaborates with attorneys, CPAs, and other professionals to provide coordinated, comprehensive guidance.

Before entering the financial industry, Stacey built a successful career in broadcast news, where she developed the investigative mindset and communication skills that continue to define her advisory approach. By simplifying complex financial concepts into clear, actionable strategies, she helps clients make confident decisions and build lasting financial stability.

CAREER ACCOMPLISHMENTS

⭐ Forbes | Best-In-State Financial Security Professionals¹

⭐ Associate of the Year

⭐ Licensed Retirement Income Certified Professional

⭐ Certified Exit Planning Advisor

⭐ Guardian President’s Council Qualifier | 2025, 2024

⭐ Guardian Executive Club Qualifier

⭐ Guardian Leaders Club Qualifier

⭐ MDRT Top of the Table²

⭐ MDRT Court of the Table

Greg Parker

Greg Parker is a Financial Professional helping individuals, families, and business owners build personalized strategies for their financial goals through a relationship-focused approach.

Nick Celidonio

Nick Celidonio brings a holistic, numbers-driven perspective to financial strategies, helping clients connect the different pieces of their financial lives and prepare for what comes next.

Chelsea Davis

With over ten years of tax experience, Chelsea takes a comprehensive approach to financial strategies — combining her tax knowledge with personalized strategies to help clients navigate key decisions and reach their long-term goals.

Amy Wegmann

Amy Wegmann is a Broker with Alliance Financial Group, helping individuals, families, and business owners understand their options and build personalized strategies for their financial future.

Erin Fusco

Erin Fusco is a Financial Professional with 20+ years of banking experience, helping individuals, families, and business owners protect what they’ve built and prepare for the future.

Contact via eBusiness Card

A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC. CA Insurance License #4100687, AR Insurance License #17771855

¹This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

²Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.