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Stacy Mihalik

Senior Vice President - Investment Officer
Financial Advisor

Phone Number

(631) 753-4598

Toll Free

(800) 354-1236

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How I Can Help
Inspired by my mother, a trusted financial advisor, I chose a career dedicated to helping others achieve financial success. As a Senior Financial Advisor at Balustrade Financial Consulting Group of Wells Fargo Advisors, I provide personalized guidance across all areas of wealth management—from investment strategies to retirement planning. My goal is to help clients define their vision, make informed decisions, and pursue their long-term financial aspirations with confidence.

What Makes Me Knowledgeable
With more than 30 years of experience in the financial industry, I’ve developed a deep understanding of the markets and a steadfast, client-focused philosophy. I stay actively informed on financial trends and strategies, combining that knowledge with practical insight to design customized plans aligned with each client’s unique goals, values, and priorities. 

I graduated Temple University in Philadelphia, PA, with a bachelor degree in Telecommunications and Mass Media which helped to provide me with the building blocks for essential skills in communicating clearly, understanding diverse perspectives, and translating complex information into meaningful conversations with clients.

Get to Know Me
I live in Amityville, New York, with my husband, Michael, and our two rescue dogs, Lindy and Luna. Outside of work, I enjoy traveling, college football, and community service. I’m especially proud to support the Tunnel to Towers Foundation, a cause that reflects my belief in giving back and building strong, supportive communities.

Balustrade Financial Consulting Group of Wells Fargo Advisors

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