Stacey Lau Zwicker, CDFA™MANAGING DIRECTOR
Stacey Lau Zwicker brings over 25 years of broad-based experience in the financial services industry. She joins the United Capital family after having practiced at both BNY Mellon and Sanford C. Bernstein. In her practice, Stacey takes a holistic approach to helping individuals and families construct investment portfolios to help ensure that their long-term financial goals will be met.
Previously, Stacey was on the founding management team of two financial services companies, in Business Development and Strategy roles, and was a Principal of a brokerage firm serving independent Financial Advisors. Prior to that, she spent 10 years as an Investment Banker with Citigroup, where she executed several billion dollars of structured real estate finance deals. Stacey holds the Series 7and 63 brokerage registrations. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst. Stacey earned an MBA from the University of Chicago Booth School of Business.
She is a member of the Board of Directors of Summer Search San Francisco, Town School for Boys and Kids' Turn. She is also a member of the Institute of Divorce Financial Analysts. Stacey previously served on the Boards of Yerba Buena Center for the Arts and the Hawaii Chamber of Commerce of Northern California (HCCNC). She is the past President of the HCCNC Foundation.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.