Focus: Insurance Strategies, Investment Strategies
Stacie L. Spielfogel is an Investment Advisor Representative who creatively couples investments along with the use of insurance products to enhance the wealth portfolio. Stacie attended Washington University in St. Louis and is a graduate of New York University. She joined the Massachusetts Mutual Life Insurance Company in 1996 and while she excelled in the areas of life, disability income and long term care insurance, her true passion has always been investment planning. Stacie has been fascinated by wealth creation from the time she was very young, introduced to the market by her grandfather. She brings this enthusiasm to her career, and to her clients.
In 2004, Stacie became managing director of The Eppy Group’s investment services division. She has significantly helped to increase and retain these assets by taking 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 within the firm that can help to enhance the strategies for her clients. Recently, Stacie has also become the Investment Specialist for the Frohlich Group.
Stacie, and the firm as a whole, has a distinctive approach to finances, revolving fundamentally around educating clients to facilitate their ability to make well planned decisions. She believes that growing wealth must be accompanied by a defensive plan, with the objective of creating a lifetime stream of income, while incurring the least amount of taxes. The Eppy Group manages many facets of financial planning such as: life, disability income and long term care insurance, annuities, investments, business and executive benefits and retirement maximization, philanthropic fundraising through charitable trusts, estate planning analysis and strategies, and special needs planning.
Stacie is currently very involved with the American Committee for the Weizmann Institute of Science. She served as the first president of the South Florida Chapter of Concerned Parents for Aids Research as well as the Parents Annual Fund Raising Committee of Yale University. She is a past board member for Hillel of Broward and Palm Beach Counties and served on the Foundation Committee of B’nai Torah Congregation. Stacie and her husband Gary reside in Boca Raton Florida.
Current wealth management preferred providers:
- Barclays Wealth
- BNY Mellon Wealth Management
- Wilmington Trust Wealth Management
- Brinker Capital
- Over 300 Mutual Fund Companies
Stacie Spielfogel is a registered representative of and offers securities and investment advisory services through MML Investors LLC. Member, SIPC (www.SIPC.org) 2100 Ponce De Leon Suite 600 Coral Gables Florida 33134 | 305-648-2445. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CA Insurance License #OD24662
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500 East Broward Blvd, Suite 1800
Fort Lauderdale, FL 33394