Stacy Wells
Financial Advisor
CRPC®
Contact Stacy
Team Office
Stacy’s Locations
St. Helena, CA 94574 (707) 963-5096
About Stacy
Stacy has been part of the financial services industry since 2006. She previously served as a corporate accountant and as a controller for various businesses ranging from manufacturing to real estate. With such a broad background, Stacy brings a wealth of experience to her current position as a financial advisor with Wealth Enhancement. She has a unique ability to understand her clients’ needs and to provide customized financial guidance to help them achieve their long-term retirement goals.
Stacy lives in Napa, California, near her daughter and grandson. In her free time, she enjoys fishing, SCUBA, golf, travel and wine. Over the years, she has been extremely active with many philanthropic organizations, especially in the arts (ballet, opera, symphony).
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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