Stacy M. Lewis, CFP®

Wealth Advisor
Windham Brannon Financial Group, LLC

Stacy’s strong sense of responsibility, coupled with an extensive background in finance, is what makes her a valuable asset to the Windham Brannon Financial Group team. She thoroughly enjoys working with clients to ensure that both their personal and financial goals are achieved. Clients can feel secure knowing that Stacy is committed to providing excellent service.

Specialization Includes:

  • Preparation and Implementation of Financial Plans
  • Wealth Management

Career Highlights

Prior to joining Windham Brannon Financial Group, Stacy had an extensive career at SunTrust Bank, which included portfolio management in the Private Banking group. Most recently, Stacy was a Director in the Corporate & Investment Banking division.

Education and Affiliations

  • Stetson University – B.B.A.
  • Rollins College – M.B.A.
  • CFP®, Certified Financial Planner

View Stacy Lewis's profile on LinkedIn

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