Stacie Wallice, CMFC®

Stacie Wallice, CMFC®

Financial Advisor

Phone: (864) 239-0597
Fax: (864) 239-0599
E-mail:
 

Stacie Wallice, CMFC®, is a Financial Advisor with Waddell & Reed in Greenville, South Carolina. She enjoys working with individuals, families and small businesses to develop a financial road map. This may include a full comprehensive customized financial plan or, it could be an individualized investment strategy, reflective of their specific situation: perhaps a plan for the education of their children or grandchildren, or structuring business insurance to help retain valued employees.  All of these efforts often need to be coordinated with other advisors and Stacie emphasizes this as just one aspect of the attention to detail she provides that may set her apart from others. As a Financial Advisor, Stacie has a passion for financial planning and enjoys working closely with her clients.

 

Prior to joining the company in 2008, Stacie was an Investment Advisor Representative with a local Registered Investment Advisor.  Before moving to Greenville, Stacie also worked for investment companies in New York and earned her Bachelor of Science degree in Finance from Ithaca College School of Business. She holds her Series 6, 63 & 65 licenses, as well as her Life & Health insurance licenses in South Carolina.  In addition, she holds a Chartered Mutual Fund Counselor, (CMFC®) designation from the College for Financial Planning. She has been a long standing member of the Financial Planning Association, and is also a member of the Greenville Chamber of Commerce. Stacie is active in the Business Women in Action group within the Chamber where she helps to bring valuable networking opportunities to women in the Upstate. As a lifelong golf enthusiast, Stacie also enjoys the opportunities provided by her membership in and involvement with the Executive Women’s Golf Association’s (EWGA) Greenville chapter.

 

Stacie and her husband, Paul, moved to the Upstate in 1995 with their three children and she enjoys tennis, golf and yoga in her spare time.

 

Waddell & Reed is not affiliated with any organizations listed herein.  07/17