Stacy Tredennick

Stacy Tredennick is a dedicated, holistic Financial Advisor working with people who want comprehensive investment and wealth management solutions. She limits her practice to a smaller group of clients to provide highly custom and exceptional service.

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Stacy prides herself on serving her clients in a very personable and non-intimidating manner. At the same time, she utilizes sophisticated investment products and has over twenty years of experience as a Financial Advisor. She strives to run the utmost ethical practice, where confidentiality is paramount. She focuses on ensuring clients get or stay on track to achieve their personal goals.

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Stacy utilizes a large independent broker/dealer, Osaic Wealth, and her client's assets are held separately at Pershing, LLC, a member of SIPC® and a division of Bank of New York Mellon (not affiliated with Osaic).

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Specialties: Financial Planning, College Savings Accounts, Retirement Planning, Saving and Budgeting

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Stacy is never too busy to see if she would be a good fit for someone who could use her personable service!