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Stacy Marshall

Wealth Manager

Stacy serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Stacy practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning.

Stacy brings more than 10 years of experience in the financial services industry to her clients, focusing on a thorough understanding of their circumstances in order to provide them with a truly customized plan to help achieve their goals. Prior to joining Creative Planning, Stacy was a Senior Financial Planner at an independent investment firm where she directly served high-net worth individuals and families.

Stacy earned Bachelor of Science degrees in Finance and Economics with a minor in Global Studies from Drury University. Stacy is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Stacy lives in the Dallas area, and in her spare time she enjoys traveling abroad, reading, hiking, running, fostering dogs, exploring new culinary experiences, and spending time with family and friends.

*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