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Stacy Lewis

Wealth Manager, Partner

Stacy serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With over 25 years of experience in the finance industry, Stacy offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Stacy served as Director in the Corporate and Investment banking division of a regional bank.

Stacy earned a Bachelor in Business Administration degree from Stetson University and a Master of Business Administration degree from the Crummer Graduate School at Rollins College. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Stacy and her husband, Dan, have two children – Allston and Brant. Stacy enjoys traveling, serving at schools and church, and watching her children’s sporting activities. Stacy currently serves on the School Advisory Council for the Archdiocese of Atlanta and the Board of Directors for Catholic Education of North Georgia, Inc. Stacy also mentors for Cristo Rey Jesuit High School and serves as a Legacy Advisor for Children’s Healthcare of Atlanta.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021