Stacy Clifford

5 SOUTHSIDE DR

Clifton Park, NY

12065

Phone:

Email:

518-357-3858

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 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 continues to serve as a partner, resource and mentor to other local advisors.

For the past 6 years, she has received both the President's Council and  Leader’s Council Award from Cetera Financial Specialists LLC in recognition of her accomplishments and dedication to her clients. She has consistently been one of only a few women in the Northeast region to receive this distinguished award. In 2010, Stacy became a member of the Masters Council with Prudential Life Insurance Company for her commitment to providing retirement income solutions to her clients. She just recently earned her Accredited Investment Fiduciary (AIF) designation reaffirming her fiduciary ethical standards by consistently acting on the best interest of all of her clients.

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 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 husband, Sam and their 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.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.