Stacie L. Spielfogel
Insurance & Investment Adviser
Stacie L. Spielfogel is an Investment Advisor Representative and holds the Certified in Long-Term Care (CLTC) designation. Stacie attended Washington University in St. Louis and is a graduate of New York University. She joined the The Eppy Group in 1996 and while she excelled in the areas of life, disability income and long term care insurance, her true passion has always been in investments. Stacie has been fascinated by wealth creation from the time she was very young, introduced to the market by her grandfather. She now brings this enthusiasm to her career, and to her clients.
In 2004, Stacie joined The Eppy Group investment services division. She takes a very objective, non-proprietary and concierge approach to clients' goals and objectives. She is an effective listener and communicator, essential attributes for success in this multifaceted business. It is her philosophy to work alongside your other advisors and to engage in the knowledge of those that can help to enhance the strategies for her clients.
The Eppy Group manages many facets of financial planning such as: life, disability income and long term care insurance, annuities, investments, corporate benefits and retirement maximization, philanthropic fundraising through charitable trusts, estate planning analysis and strategies, and special needs planning
Stacie, and the firm as a whole, has a distinctive approach to finances, revolving fundamentally around educating her clients to facilitate their ability to make well planned decisions. She believes that growing wealth must be accompanied by a defensive plan for preparing to use this wealth at retirement while incurring the least amount of taxes.
She served as the first president of the South Florida Chapter of Concerned Parents for Aids Research and proudly served on the Parents Annual Fund Raising Committee of Yale University. She served on the board of directors for Hillel of Broward and Palm Beach. Stacie and her husband Gary reside in Boca Raton Florida.
Stacie Spielfogel is a registered representative of and offers securities and investment advisory services through MML Investors Services LLC. Member, SIPC (www.SIPC.com) Supervisory Office: 1221 Brickell Ave. Suite 300 Miami Florida 33141. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CA Insurance License #OD24662