Abby Stancik, CFP, RICP, MBA
Financial Advisor
Managing Director – Investments
Focus and expertise
Abby’s disciplined process always begins by listening to what is important to her clients. She works with a select group of individuals, families, and business owners to help them build, manage, preserve, and transfer their wealth.
Background and credentials
For over two decades, Abby has helped her clients develop personalized strategies. She focuses on each individual’s specific needs. Her extensive experience has helped guide her clients through major shifts in the markets. Abby has dedicated her career to delivering the personalized investment planning services her clients deserve.
Abby’s commitment to ongoing professional development and advanced training is a cornerstone of how she serves her clients. She has also served in various management positions during her career, helping to provide guidance to other financial advisors.
Abby received her MBA from Barry University in Miami Shores, FL. She also earned the CERTIFIED FINANCIAL PLANNER TM certification from the College of Financial Planning, and in 2021 the RETIREMENT INCOME CERTIFIED PROFESSIONAL® designation.
Abby was named as one of the 2023 and 2024 Top Women Wealth Advisors Best-in-State. In 2022, she was named as one of the recipients of the Five Star Wealth Manager Award in Chicago. Since 2016, I have received the Platinum Counsel distinction annually. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. As a member of the Chicago Women Leaders Association, Abby enjoys panel discussions and learning from other professional women her my community and beyond.
Source: Forbes.com. 2024 Forbes Top Women Wealth Advisors Best-in-State Awarded February 2024. Data compiled by SHOOK Research LLC based on the time period from 9/30/22-9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21-9/30/22. Fee paid for use of marketing materials. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Five Star Wealth Manager award was issued on October 1st, 2022 by Five Star Professional (FSP) for the time period January 24th, 2022 through October 1st, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with ant regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial service firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria- considered; 6. One-year client retention rate; 7. Five-year client retention rate; 8. non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of service provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the wealth managers will be awarded this accomplishment by FSP in the future. 4,912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. Visit fivestarprofessional.com.
Away from the office
When not attending to the needs of my clients, I spend my free time with my husband, Jim. We like to stay active and enjoy spending time on our boat. I have two adult children who have both pursued the legal profession. Brandon lives in Orlando and Lindsay in Chicago. Our granddaughters, Sadie Rose and Raven Olivia, are the light of our lives.
CA Insurance Producer License Number 0C78654
Abby’s disciplined process always begins by listening to what is important to her clients. She works with a select group of individuals, families, and business owners to help them build, manage, preserve, and transfer their wealth.
Background and credentials
For over two decades, Abby has helped her clients develop personalized strategies. She focuses on each individual’s specific needs. Her extensive experience has helped guide her clients through major shifts in the markets. Abby has dedicated her career to delivering the personalized investment planning services her clients deserve.
Abby’s commitment to ongoing professional development and advanced training is a cornerstone of how she serves her clients. She has also served in various management positions during her career, helping to provide guidance to other financial advisors.
Abby received her MBA from Barry University in Miami Shores, FL. She also earned the CERTIFIED FINANCIAL PLANNER TM certification from the College of Financial Planning, and in 2021 the RETIREMENT INCOME CERTIFIED PROFESSIONAL® designation.
Abby was named as one of the 2023 and 2024 Top Women Wealth Advisors Best-in-State. In 2022, she was named as one of the recipients of the Five Star Wealth Manager Award in Chicago. Since 2016, I have received the Platinum Counsel distinction annually. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. As a member of the Chicago Women Leaders Association, Abby enjoys panel discussions and learning from other professional women her my community and beyond.
Source: Forbes.com. 2024 Forbes Top Women Wealth Advisors Best-in-State Awarded February 2024. Data compiled by SHOOK Research LLC based on the time period from 9/30/22-9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State Awarded February 2023. Data compiled by SHOOK Research LLC based on the time period from 9/30/21-9/30/22. Fee paid for use of marketing materials. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Five Star Wealth Manager award was issued on October 1st, 2022 by Five Star Professional (FSP) for the time period January 24th, 2022 through October 1st, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with ant regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial service firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria- considered; 6. One-year client retention rate; 7. Five-year client retention rate; 8. non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of service provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the wealth managers will be awarded this accomplishment by FSP in the future. 4,912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. Visit fivestarprofessional.com.
Away from the office
When not attending to the needs of my clients, I spend my free time with my husband, Jim. We like to stay active and enjoy spending time on our boat. I have two adult children who have both pursued the legal profession. Brandon lives in Orlando and Lindsay in Chicago. Our granddaughters, Sadie Rose and Raven Olivia, are the light of our lives.
CA Insurance Producer License Number 0C78654