Stacy Allred,

MTAX, CPA/PFS, CFP®

Merrill Lynch

Stacy Allred, managing director, Center for Family Wealth Dynamics & Governance, Merrill Lynch, has more than 20 years of experience working with families of wealth. Ms. Allred began her career at Ernst & Young LLP providing tax and comprehensive financial planning services. Her focus evolved to helping families of significant wealth use best practices to sustain generational family wealth. She facilitates family meetings with a values-based framework and focuses on preparing the next generation. Her holistic approach helps families navigate the opportunities and challenges of wealth. She earned a B.S. in accounting and business, and an M.A. in taxation from DePaul University.