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MassMutual financial professional.

Stacey Wisman, CLU, ChFCemail

  • Professional Story

    Stacey Wisman is a Financial Advisor at MassMutual Arizona. She is a graduate of the University of Arizona graduating with a Bachelor of Science degree in Finance with a Magna Cum Laude from the Honors College. She is a Chartered Life Underwriter and Chartered Financial Consultant with a number of honors and awards. Stacey can provide a total financial needs analysis through a network of experienced professionals providing:

    • Retirement analysis and programs
      • Estate strategies
      • Employee benefit and retention services
      • Business continuation strategies
      • Trust services

    In her free time, Stacey likes golf, running, beach volleyball and basketball.

    Insurance Representative of MassMutual. Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the MassMutual Financial Group. OSJ 1775 North Perimeter Drive, Suite 450, Scottsdale, AZ 85255, (480) 538-2900. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

    Education

    University of Arizona (2000-2004)
    The American College, CLU, ChFC (2010-2020)

    Affiliations & Memberships

    Million Dollar Round Table (MDRT) - Qualifying Member 2017-2020
    NAIFA Quality Award - Life Insurance and Annuities 2015-2020
    Who's Who in America - Financial Planning 2019-2020

  • Languages:
    • English

  • Credentials:
    • CLU®
    • ChFC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Strategies
    • College Funding Strategies
    • Risk Management Strategies
    • Retirement Income Planning
    • Business Owners
    • Military
    • Financial Education
    • Student Loan Refinancing
    • LGBTQ

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Stacey’s Licenses and Disclosures

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