Leadership. Peg believes demonstrated actions and behavior are the most effective ways to convey her belief that a client’s best interest is the driving force of Stutzmann-Moore Wealth Management Group of Wells Fargo Advisors. As a Managing Director – Investments at Wells Fargo Advisors her overriding effort is to help client’s understand and identify their own personal risk tolerance so they can align it with their stated investment objective. Peg strives to provide clients with a sense of calm in feeling their advisor understands them. A 29 year veteran in the financial advisor role, she joined A.G. Edwards in 2006 (predecessor firm of Wells Fargo Advisors) when she and her husband, Mark Stutzmann Vice President – Investments, formed the Stutzmann-Moore Wealth Management Group.
Peg was recognized on the Forbes Top Women Wealth Advisors list for 2019. The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Peg pursued a Bachelor of Science degree from the College of Education at Michigan State University. Her emphasis on continuing education has earned the designations of Certified Private Wealth Advisor® (CPWA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Domestic Partnership AdvisorSM and Certified Retirement Counselor® (CRC®). To receive and maintain these certifications Peg has had to complete approved educational programs, pass rigorous examinations, meet stringent experience requirements and attest to a professional code of ethics. She remains current with financial planning strategies and trends, and is a member of several industry associations: Certified Financial Planner Board of Standards Inc., InFRE® (International Foundation for Retirement Education) and serves as a volunteer ambassador for the Investments and Wealth Institute® (Formerly the Investment Management Consultants Association). She also maintains insurance licenses in numerous states for life, accident, variable contracts and long-term care. She is active at the firm level as both an advocate for clients and financial advisors, serving on various committees and program pilots. She speaks nationally for the firm’s women advisor conferences and serves as a mentor for aspiring financial advisors.
Peg was born in Germany and raised in Ann Arbor, Michigan where she lives with Mark. Dedicated to helping her community, she is involved in a variety of local organizations. She is a former board member of North Star Reach, a non-profit organization that funds a specialized “summer camp” experience for children with chronic, life-threatening health challenges. Peg was among a group of influential donors who contributed, raised funds and helped build the camp in Pickney, Michigan. Peg is a former volunteer on the Red Cross Disaster Action Team assisting police and fire at the height of crisis. She is a current member of the Red Cross Tiffany Circle, a group of philanthropic women leaders who pledge personal financial contributions and dedicate their time and talent working together to make an impact on their local communities, our beloved nation and beyond our borders. Peg’s areas of interest and involvement include helping Veterans, boating on the Great Lakes, practicing yoga, hiking, scuba diving, camping, reading, cooking, spiritual development and women’s issues.