Stacey Wescoat

Stacey began her own independent advisor firm, Wescoat Wealth Management, in 2024. She has partnered with Convergence Financial to provide a team of support for her clients.

After a 20-year career as an electrical engineer, Stacey Wescoat began working with a Financial Advisor for the first time in her life. She immediately realized that for many years, she could have saved money in taxes and fully funded her retirement savings every year. It was at this time, ten years ago, that Stacey decided she wanted to use her previous life experiences and her passion to help others by becoming a financial advisor. Working with clients to help them understand what is truly important to them has become her passion.

Stacey develops individualized strategies based on each client’s situation, using her analytical “engineering” brain to make a significant difference in their lives. Her office is a professional setting with an inviting and comfortable atmosphere where investors can talk openly and confidentially about their financial goals. She shares a mutual respect, trust, and genuine interest in her relationships with clients.

It is Stacey’s job to provide solid and consistent financial guidance and communication, striving for flawless client service. She understands that, for many people, money is an uncomfortable topic. She is inspired each and every day to make it a more comfortable topic and truly make a difference in the lives of her clients. Stacey encourages everyone to start talking about money now with their kids, grandkids, spouses, and definitely, a financial advisor they trust. She understands that her clients have worked hard for their money, and her goal is to put their money to work hard for them.