Stacey Adams RICP, CEPA in

Stacey Adams RICP, CEPA

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Financial Representative at Alliance Financial Group
📍 Cape Coral Metropolitan Area, United States

Stacey Adams is a Financial Advisor at Alliance Financial Group, where she is recognized as a top performer. Leveraging over 20 years of experience as an award-winning TV news anchor, she specializes in delivering sophisticated wealth strategies. She holds both the Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA®) designations.

Her background in journalism shapes her investigative and client-focused approach, allowing her to simplify complex financial topics. She is an active member of her community and business organizations, including the Above Board Chamber of Florida, aiming to build genuine partnerships with the people she serves.

After a successful 24-year career as a TV news anchor and reporter, she transitioned into the financial services industry.

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Experience
30 Years
Current Role
Financial Representative
Job Level
Junior
Location
Cape Coral Metropolitan Area, United States
Personality Overview

How Stacey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stacey cares about

Comprehensive Wealth Strategies
Specializes in delivering sophisticated strategies in financial planning, investment management, tax efficiency, and estate planning for individuals, families, and business owners.
Business Succession Planning
As a Certified Exit Planning Advisor (CEPA®), she helps business owners prepare for future exits and creates tailored succession plans.
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Career

Work history

10-2015
Financial Representative
Alliance Financial Group
10-2003 - 7-2015
TV Anchor/Reporter
WINK-TV
6-1999 - 6-2003
Anchor/Reporter
KVOA-TV
1997 - 1999
Anchor/Reporter
WTWC-TV
1995 - 1996
Anchor/Reporter
WWTV-TV
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1989 - 1993
Bachelor’s Degree
University of South Florida
1989 - 1993
B.A. - Communications
University of South Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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