Stacey Wyandt
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Wilkes Barre, PA 18702
Credentials
Series 65, Series 66
Industry experience
7 years
Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals.
Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge.
Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.
Bank Of America, N.a.
2021 - Present (5 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2021 - Present (5 years)
PNC Wealth Management
2014 - 2021 (7 years)
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