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® (CFP®) 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.
Insights
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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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