Stacy Akaka
Financial Advisor@ Morgan Stanley
Albany, New York Metropolitan Area
View Stacy Akaka's Email
View Stacy Akaka's Email & Phone
Real-Time AI Research
0 search queries left
FlashIntel GPT
Hello! I'm FlashIntel GPT, your personal AI search assistant. Feel free to ask me anything about Stacy Akaka, and I'll do my best to assist you.
You

Tell me more about Stacy Akaka?

FlashIntel GPT

Stacy Akaka is an experienced financial advisor with 8.1 years of work experience. Based in the United States, she specializes in retirement planning. Stacy provides comprehensive wealth management strategies for individuals, families, and businesses, offering personalized attention and personalized financial and investment strategies. She is also positioned to work with clients and divorce attorneys regarding financial considerations of separation and divorce. Stacy is a proud resident of Saratoga Springs and is passionate about supporting local businesses with capital and investment management services. She offers a wide range of services including investment management strategies, sophisticated retirement strategies, and access to banking services.
For inquiries about Phone Number and Email, please click here Unlock Contact

Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@morganstanley.com
@ml.com
@earthlink.net
+1 866706****
+1 302397****
View Emails and Phone Numbers
10 free lookups per month

About

I have been in the financial services industry since 2001 and dedicate my practice to helping clients reach their goals. I provide total wealth management strategies for individuals, families and businesses, through personalized attention and customized financial and investment strategies. Having obtained the Certified Divorce Financial Analyst® designation, I am also positioned to work with clients and divorce attorneys regarding the financial considerations of separation and divorce. I have been a proud resident of Saratoga Springs for over 30 years and very passionate about supporting local businesses with obtaining capital and investment management services for employee retirement plans. Together with specialists in different areas of expertise, I offer a wide range of services including investment management strategies, sophisticated retirement strategies, full complement of wealth preservation and transfer services, and access to banking services from Bank of America, N.A. * Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts™ *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

...See More

Work Experience

1585 Broadway, New York, NY, 10036, US

Financial Services

88795
Phone
+1 8884543965
Show More

Stacy Akaka's Professional Milestones

  • Financial Advisor (2015-09-01~): Provided insights and guidance to clients, optimizing their financial strategies and achieving their goals.
  • Financial Advisor (2015-09-01~–heute-01-01): Elevated business strategy and financial success through targeted analysis and strategic thought leadership.

Education

University at Albany, SUNY
University at Albany, SUNY2000-2002