Stacy Culotta

Stacy Culotta, CFP®

SENIOR WEALTH MANAGER

Joining us as Senior Wealth Manager, Stacy Culotta brings a wealth of experience and expertise to assist her clients in navigating their personal and financial lives. Her diverse background in assisting clients identify and prioritize financial and life goals demonstrates her ability to apply her leadership and analytical skills to help provide solutions for her clients.

Stacy has been in the financial industry for over 16 years. She is a CERTIFIED FINANCIAL PLANNER professional, and has received her Master of Science degree in Personal Financial Planning from Kansas State University, as well as a Bachelor of Social Work degree from Arizona State University. Stacy’s previous experience includes Financial Planner with Stoker Ostler Wealth Advisors, Branch Manager with BMO Harris Bank, and Financial Advisor with AXA Advisors and Chase Bank. Stacy is also a member of the Arizona Estate Planning Council.

Stacy has lived in the East Valley for over 30 years and enjoys spending time with her husband, son, daughter and three dogs. She also enjoys traveling, running, swimming and biking.