Stacy DawsonPrivate Wealth Senior Registered Client Associate
Stacy grew up in Eden Prairie, Minnesota and graduated from the University of Iowa with a double major in Finance and Marketing, as well as a minor in English.
She began her career in wealth management in 2009 as a Senior Associate for RBC where her team was responsible for transfer of clients’ assets in all RBC branches across the United States. Stacy was selected as a Premier Service Group Captain to serve as a designated point of contact for an exclusive group of RBC’s top-producing Financial Advisors.
In 2010 a move to Philadelphia, Pennsylvania brought Stacy into a client-facing role for a top-producing team at Merrill Lynch with over $2 billion in assets under management for over 600 high net worth households. She moved to a team in Washington, DC in 2012 where she supported three Financial Advisors, mentored new Client Associates, and was promoted to Registered Senior Client Associate. In 2018, Stacy returned to Minneapolis where she supported multiple Financial Advisors and served as a Committee Chair for Bank of America’s Leadership, Education, Advocacy & Development (LEAD) for Women employee network.
After 12 years with Merrill Lynch, she joined Wells Fargo Advisors in October 2022 as a Senior Registered Client Associate working with Katy Uzpen CFP® CRPC® Senior Wealth Client Financial Advisor, Travis Jensen CFP® Senior Wealth Client Financial Advisor, and Paul Hammond, Senior Wealth Client Financial Advisor. She assists the team with operational, account maintenance, communication, and client service functions.
Stacy passed the Series 7 General Securities Representative Exam in 2011 and the Series 66 Uniform Combined State Law Exam in 2012.
She lives with her husband, Zach, and her young children, Delaney and Callan, in South Minneapolis. Outside of work, Stacy loves to try new restaurants and breweries, spend time at Lake Harriet with her family, spend weekends at her parent’s lake home in Pine City, and travel anywhere and everywhere time and budget will allow!