Stacy Clifford, AIF® is President and Founder of Holistic Wealth Advisors and has been providing wealth management services to families, businesses and community organizations in the Capital District and surrounding areas since 2002.
Stacy was inspired to enter the financial services industry by her mother Sue Donovan, who began working with local families in 1980 as a financial advisor with IDS American Express. Sue was the first female hired by the Albany, NY branch on Wolf Road and built her business taking care of primarily women. Sue is still a member of the HWA team.
According to Stacy, "Taking care of people was at the forefront of my mother's approach with her clients. She taught me at a young age what it means to put the needs of others first. Holistic Wealth Advisors was founded on the foundation of compassion for others, local presence and accessibility to our community, consistent communication, professional advice, and quality financial planning guidance."
Stacy built Holistic from the ground up working with local families out of her home office. Holistic's headquarters is now in the center of Clifton Park, NY where it occupies 5,000 square feet of office space, has a team of 5 financial advisors and 5 support staff. With decades of financial industry experience, the HWA team is a well-rounded group of individuals that focus each and every day on the needs of our clients and helping others.
Stacy was born and raised in Saratoga Springs, New York. Stacy attended Ithaca College, State University of New York at Albany and graduated from Siena College. Throughout her career, Stacy has earned several distinguished awards and most recently was awarded the Maddalone Entrepreneurship Award by her alma mater Siena College in recognition of her entrepreneurship as a local business owner.
Stacy is passionate about giving back to her community and serves as a Board member for St. Catherine's Center for Children in Albany, NY and is a proud Rotarian. Stacy has three children Ethan, Lyra and Nadia all of whom were adopted from Russia. Stacy's mini-schnauzer Willy and golden-doodle Lilly are often found at the HWA offices where their main job is to provide comfort and fun to our staff and clients!
In her spare time Stacy enjoys boating, running, long walks with the dogs, travelling, cooking and spending time with family and friends.