
Stacey Wisman, CLU, ChFCemail
6263 North Scottsdale Rd Suite 140
Scottsdale, AZ 85250
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- Retirement analysis and programs
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
- CoverpathYou are now leaving MassMutual's website and will be redirected to an advisor's website. Get a quote for term life insurance.
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
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