Stacey
Stacey R. Maham,
CFP®, CDFA®, CFPA® Vice President, Investments Financial AdvisorStacey takes a highly personalized, strategic approach to wealth management, grounded in the belief that exceptional financial guidance should feel both sophisticated and deeply human. She is known for her ability to distill complex financial concepts into clear, meaningful conversations, empowering her clients to move forward with confidence and clarity.
Her work centers on designing thoughtful, adaptable strategies that evolve seamlessly alongside her clients’ lives. With a focus on long-term alignment rather than short-term solutions, Stacey partners closely with each client to navigate change, anticipate opportunities, and preserve what matters most.
Prior to becoming an advisor, Stacey developed a strong operational and leadership foundation through her work with Raymond James, UBS, and Fidelity. There, she supported the practices of more than 150 financial advisors, gaining rate insight into what works and what doesn’t. That perspective continues to inform her work today, bringing a heightened level of structure, foresight, and follow-through to every engagement.
Stacey holds her CFP®, CDFA® and CPFA® designations, underscoring her commitment to mastery and continuous growth. Above all, she believes that trust, discretion, and transparency are the cornerstones of an elevated client experience, and the standard by which she measures her work.
-
Stacey earned her degree in finance from Xavier University in Cincinnati, Ohio, where she built a strong analytical foundation that continues to inform her thoughtful, strategic approach to financial planning.
-
Outside of work, Stacey enjoys spending time with her husband, Isaac, and their two children, Ike and Reese. She loves to travel, stay active, and make the most of time with friends and family.
Finer points
How do you prefer to stay informed about current events?
I start my mornings with Bloomberg Surveillance. It’s my go-to for current events and market insights. I’d love to meet Tom Keene one day!
Are you more of a morning person or a night owl?
I am more of a morning person, though not to the extreme. I tend to be most productive in the mornings, but I enjoy the occasional late night.
What three words would your family and friends use to describe you?
Kind, magnetic and loyal.
What’s one thing clients might be surprised to learn about you?
I have only eight states left to visit in the US.
What’s one item on your bucket list?
Spending a week in the African safari, falling asleep to the sounds of lions and wildlife.
What’s your favorite way to stay active and healthy?
I enjoy a great gym session, whether that’s lifting weights, Pilates, or boxing and I strive to break a sweat multiple times a week.
