Stacy AllredStacy Allred, CFP®Managing Director Head of Family Engagement and Governance
About Stacy
Stacy Allred is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management.
Most recently, Stacy was at First Republic in a similar role and previously spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Earlier, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.
Stacy has dedicated her career to walking alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision-making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.
Active in her community, Stacy volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students—a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, she serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute®(CPWA®) program.
Stacy earned an M.S. in Taxation with distinction, from DePaul University, and an undergraduate degree in Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional, Personal Financial Specialist, Certified Public Accountant (California) and Certified Exit Planning Advisor®. Stacy is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute and holds certificates in Family Business Advising and Family Wealth Advising through Family Firm Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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