Stacy Allred
Managing Director, Head of Family Engagement and Governance
Stacy Allred is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management.
Most recently, Stacy was at First Republic in a similar role and previously spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Earlier, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.
Stacy has dedicated her career to walking alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision-making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.
Active in her community, Stacy volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students – a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, she serves on the boards of the James E. Hughes foundation and the UHNW Institute. Stacy teaches for the Investment & Wealth Institute® (CPWA®) program.
Stacy earned an M.S. in Taxation with distinction, from DePaul University, and an undergraduate degree in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Exit Planning Advisor®. Stacy is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute.
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Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisor professionals.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
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