Broker Check

Stacie Wallice CDFA®, CMFC®

130 Milestone Way, Suite C
Greenville, SC 29615

864-208-9140 x1

Our Clients

My priority is to educate and empower my clients to live their best lives. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of my practice.

Client Centered

Client Centered

I help my clients as they navigate through the many and varied stages of life. I offer guidance, education, and recommendations based on my knowledge and my own life experiences- both personal and professional. If you are seeking sage financial advice and a trusted partner for your financial journey, please give me a call. 

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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