Cannon Financial Institute
Stacy Stecker, private banker
Stacy Stecker, private banker, Associated Wealth Management, is among the first 1000 professionals obtaining the wealth management skill set of the future. The Certified Wealth Strategist® (CWS) designation, administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients' wealth management needs.
Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communication skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues. These professionals strive to become their clients' trusted advisor.