Stacy AllredStacy Allred, CFP®, CEPA®Managing Director, Head of Family Engagement and Governance
About Stacy
Stacy Allred is a Managing Director and the Head of Family Engagement and Governance at J.P. Morgan Wealth Management.
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, the learning and development of the rising generation, philanthropy and transition planning.
Most recently, Stacy was at First Republic in a similar role and previously spent twenty years at 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 at Ernst & Young.
Stacy earned an M.S. in Taxation with distinction from DePaul University and holds a B.S. in Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor®. Stacy is licensed as a Certified Public Accountant in California. She 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.
Active in the 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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
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