Stacie Wallice, CDFA®, CMFC®, is a Wealth Advisor with Sage Wealth in Greenville, South Carolina.
Stacie is originally from Long Island and began her career in 1982 working for investment companies in New York City. The search for a quality community in which to raise a family made Greenville ‘home’ in 1995, and Stacie became an Investment Advisor Representative with PlanFIRST, Inc. (now RonaldBlueTrust.) In 2008 Stacie became an independent financial advisor with the broker-dealer, Waddell & Reed. In 2021, Waddell and Reed was sold to LPL Financial and, in the process, Sage Wealth was born. Sage Wealth is the culmination of Stacie’s strong vision to create a woman owned financial advisory practice that adopts a thoughtful and experienced approach to financial planning.
Locally, Stacie is active as a volunteer for Junior Achievement and is passionate about educating young women to take control of their financial futures.
She earned her Bachelor of Science degree in Finance from Ithaca College School of Business. She holds her Series 6, 7, 63 & 65 securities licenses through LPL Financial, as well as her Life & Health Insurance licenses. In addition, Stacie is a Chartered Mutual Fund Counselor℠ professional and a Certified Divorce Financial Analyst® professional. She has also completed training in collaborative divorce.
Stacie is a current board member of the upstate chapter of NAIFA South Carolina (National Association of Insurance and Financial Advisors) and completed NAIFA’s Leadership in Life Institute (LILI), a six-month leadership development program devoted to advancing personal growth and professional success. She is a current member and a former board member of the Greenville chapter of the LPGA Amateur Golf Association, a past member of the Financial Planning Association (FPA), and a former board member of the Furman University Women’s Leadership Institute.
Stacie and her husband Paul have three grown children and enjoy the many activities Greenville has to offer. In her spare time, Stacie enjoys pickleball, yoga, golf, tennis and the beach- in that order!
