ANCHOR - Key Persons
Stacey Andres is a financial advisor based in Brentwood, TN. He works across the country helping his clients lay out clear objectives while identifying risks that prevent financial goals from becoming a reality. With this knowledge, Stacey creates a custom holistic individual blueprint that addresses each client's most pressing concerns.
Stacey specializes in helping business owners and High Income/High Net Worth Families. He also acts as the Director of Advanced Planning for several CPA firms providing holistic planning for their best clients. He has been published by Forbes and has been recognized nationally for his best-selling book, The Waterfall Plan.
Working with a Virtual Office Team of experts allows Stacey and his clients to avoid the traditional planning trap where tax and legal strategists, financial specialists, and business consultants work independently, leading to missed opportunities.
Instead Stacey's Virtual Family Office has one point of contact that co-ordinates all aspects of your plan, ensuring you get the best possible solutions.
Stacey has been married to his wife Michelle for 28 years and has three children, Theoron, Shaley and McKenna. In 2022 both his daughters got married.