Stacy A. Clifford is President and Chief Compliance Officer of Holistic Wealth Advisors and has been providing wealth management services to families and business owners in Upstate New York and Western Massachusetts since 2002.
As a Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Stacy continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.
In 2002, Stacy joined with GE Financial Securities, which is now Cetera Financial Specialists LLC as a Registered Representative. Entering the industry shortly after September 11th, the subsequent bear market challenged her to find ways to help her clients through difficult times. In 2007, she became a Regional Director where she served as a partner, resource and mentor to other local advisors.
Stacy is enrolled with The Boston Institute of Finance Certified Financial Planner program where she is working toward receiving her CFP Board designation. She maintains her Series 7 registration through LPL Financial and is registered to conduct securities business in CA, CT, FL, MA, NC, NH, NY and VT. She has a State Insurance license in NY and 5 other states and is New York State Long-Term Care Partnership Plan Certified. She holds a Bachelor of Science degree in Political Science from Siena College (NY). Stacy lives in Clifton Park, NY with her three children Ethan, Lyra and Nadia. She is active in her community and serves as a Treasurer of various local political and campaign committees. In her spare time, Stacy plays golf, cooks, and travels.