Stacy Coffey, CFP® Featured by Barron’s in “You Just Won the Lottery. Here’s the Very First Thing You Should Do.”

Stacy Coffey, CFP® Senior Vice President of Wealth Strategies was featured by Barron’s in the article “You Just Won the Lottery. Here’s the Very First Thing You Should Do.”

The first thing lottery winners hear is “Congratulations!” The second thing they often hear is “Can I have some money?” What they really should be told is “It’s time to hire a financial advisor.”

Stacy shares her advice on how a financial advisor can help lottery winners, or other recipients of sudden wealth, use the windfall to benefit future generations.

Written by Kenneth Corbin.