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Morgan stanley smith barney chicago9/21/2023 ![]() Stacey is a member of Morgan Stanley's National Advisory Council, a mentor to others in the office, and a guest speaker on internal business panels. Together they make pasta from scratch, watch sports, and play games. Stacey cherishes family time with her husband and their three children. Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.Ģ020 | 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) In recognition of her consistent excellence, Stacey has been honored with the following awards:įorbes Best-in-State Wealth Advisors award for 2018 | 20 & 2023 Forbes Best-In- State Wealth Advisors Source: (2018 | 20 & 2023 ). ![]() Her passion for building client relationships and providing exceptional care started in her childhood as she helped in her parent's restaurant. Stacey empowers her clients by educating them on their financial recommendations. ![]() She is a safe place for her clients to turn during important life decisions. Stacey strives to take her clients relationships beyond financial advice. She is a CERTIFIED FINANCIAL PLANNER (CFP ®) and has been with Morgan Stanley since 2005. Stacey Barrins is a Managing Director, a Financial Planning Specialist, and a Financial Advisor with the Eleven Twenty Seven Group. We work hard each day to help clients make decisions with which they can maintain their lifestyles for years to come. We focus on what is prudent and logical for the specific individual or couple seeking our advice. Our message is not always popular, and never trendy. Our mission is to help clients make some of life's most critical choices, decisions appropriate for where they are - and where they want to go. ![]() ![]() Our clients are investors - not traders - and believe that protecting a portfolio during difficult markets is equally as important as growing it during strong markets. We work directly with clients and their other advisors to develop and monitor a cohesive wealth management approach.Īt the Eleven Twenty Seven Group, we believe our clients are not portfolios of assets – they are people with complex lives, who would like a financial advisor to provide thorough, unbiased and carefully considered guidance on a range of topics. By incorporating corporate stock, 401k plans, and assets held with other firms, we are able to help clients develop comprehensive asset allocation and cash flow strategies as well as retirement, education, and insurance plans. We have helped clients make decisions about elder care, organize their assets and understand their finances, and hold family meetings to clarify financial positions and structure gifting strategies. When you think about wealth management, what comes to mind? We define wealth management broadly – investment consulting, advanced planning, and relationship management. ![]()
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