Stacey Nelson, CFP®

Financial Advisor & Client Service Specialist

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Stacey Nelson, CFP®

Financial Advisor & Client Service Specialist

About Stacey

Phone: 952-885-9088

E-mail: stacey@birchwoodfp.com

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"Our entire team is working toward the greater goals of our clients, and I think they recognize the power of that teamwork." 

Stacey excels at working with clients, connecting and empathizing with them in ways that create a high level of comfort. As a Financial Advisor and Client Service Specialist, she enjoys helping others navigate through their financial lives. To our clients and team, she’s known for being clear and consistent with her communication and always getting the job done.

Stacey is active with Kindred Women, a group of women financial advisors who meet once a month and discuss topics and issues particular for women. She also volunteers at her church as a youth leader for teenage girls and with her family at community organizations. Her focus outside of the office is on her husband and two sons. You may find her attending various activities for her sons, including football, basketball and lacrosse. She enjoys exercising, reading, listening to music and anything revolving around her family.

PROFESSIONAL AFFILIATIONS

Financial Planning Association (FPA)

Minnesota Chapter of the Financial Planning Association

CERTIFICATIONS

Certified Financial Planner™ professional

EXPERIENCE

Stacey began her career in the financial industry in 1999. She joined Birchwood in 2001 and is our most tenured employee. While working as a Client Service Specialist, Stacey was inspired by the stories of people's lives transforming into their dreams through financial planning. That, combined with her strong desire to help others be the best they can be, Stacey pursued her certification to be a Financial Planner, which she completed in 2015.

EDUCATION

University of Tulsa, Oklahoma, B.A. in International Business and Languages

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