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Stacey Ackerman, CFP®, CSRIC® And CTFA

Stacey Ackerman, CFP®, CSRIC® And CTFA

Senior Trust Officer

Followers of Stacey Ackerman, CFP®, CSRIC® And CTFA2000 followers
location of Stacey Ackerman, CFP®, CSRIC® And CTFAFargo, Kuzey Dakota, Birleşik Devletler

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  • Timeline

  • About me

    Managing Director - Private Wealth Financial Advisor at Wells Fargo Advisors

  • Education

    • North Dakota State University

      1991 - 1994
      B.A. English and Anthropology

      Faaliyetler ve Topluluklar:Phi Kappa Phi North Dakota High School Activities Association

    • University of Mary

      1996 - 1998
      M.A. Management

    • Rasmussen University

      2013 - 2016
      Bachelor of Science (B.S.) Accounting

  • Experience

    • Wells Fargo

      Jan 1998 - Jan 2006
      Senior Trust Officer

    • Wells Fargo

      Jan 2006 - Jan 2009
      Wealth Specialist

    • Wells Fargo Bank

      Jan 2009 - Jan 2020

      • Senior Regional Fiduciary Manager

        Jan 2013 - Jan 2020

      • Regional Fiduciary Manager

        Jan 2009 - Jan 2013

    • Wells Fargo

      Jan 2016 - Jan 2020
      Regional Managing Director

      I was responsible for the Greater Minnesota, North Dakota, South Dakota and Western Wisconsin markets and managed a team of over 200 employees serving over 2400 clients that represented over $125M in revenue. I led teams within Trust, Private Banking, Brokerage, Investment and Fiduciary Services, and Financial Planning and developed optimization strategies for client growth, retention, and new business development.

    • Abbot Downing

      Jan 2020 - Jan 2024
      Managing Director

      I’m responsible for 20 ultra-high-net-worth families and foundation relationships representing $3.5 B in assets. I provide a holistic approach to wealth management, develop close connections with multigenerational stakeholders, work closely with internal and external partners, and manage all additional components of complex financial plans.

    • Wells Fargo Advisors

      Jan 2024 - now
      Managing Director - Private Wealth Financial Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNING® (CFP®)

      Jan 2004

    • Certified Trust and Fiduciary Advisor

      ABA
      Jan 2003

    • Chartered SRI Counselor™ or CSRIC® Professional Designation

      College for Financial Planning
      Jan 2022
      View certificate certificate

    • Chartered SRI Counselor™ or CSRIC® Professional Designation

      College for Financial Planning
      Jan 2022
      View certificate certificate

  • Honors & Awards

    • Awarded to Stacey Ackerman, CFP®, CSRIC® And CTFA
      Honorary Alumna Beta Gamma Sigma Honor Society May 2021 Awarded by NDSU College of Business
    • Awarded to Stacey Ackerman, CFP®, CSRIC® And CTFA
      Marshall Memorial Fellow German Marshall Fund of the United States Mar 2020 Represented America through an exchange program in Europe. We met with leaders at NATO, the EU, the Bank of Italy, the Bank of Albania, Bundesbank, and the Bucharest Stock Exchange.
    • Awarded to Stacey Ackerman, CFP®, CSRIC® And CTFA
      Volunteer Service Award Winner Wells Fargo Awarded a short term, paid leave of absence to pursue the building of an EMT Station in San Juan La Laguna, Guatemala

  • Volunteer Experience

    • Director

      Issued by Cass County Electric Cooperative
      Cass County Electric CooperativeAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Executive Governing Board Trustee & Past Chair

      Issued by NORTH DAKOTA STATE UNIVERSITY FOUNDATION on Jan 2020
      NORTH DAKOTA STATE UNIVERSITY FOUNDATIONAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Board Of Directors & Vice Chair

      Issued by Great Plains Food Bank on Jan 2019
      Great Plains Food BankAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Women of Wealth & Investment Management Founder

      Issued by Wells Fargo Private Bank on Jan 2019
      Wells Fargo Private BankAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Marshall Memorial Fellow

      Issued by German Marshall Fund of the United States on Mar 2010
      German Marshall Fund of the United StatesAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Board Member & President

      Issued by RED RIVER VALLEY ESTATE PLANNING COUNCIL on Jan 2009
      RED RIVER VALLEY ESTATE PLANNING COUNCILAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA

    • Bankers without Borders: Global Fellow/Non-profit consultant

      Issued by Grameen Foundation India on Jan 2020
      Grameen Foundation IndiaAssociated with Stacey Ackerman, CFP®, CSRIC® And CTFA