Stacy Allred

Managing Director, Center for Family Wealth Dynamics & Governance at Merrill Lynch Wealth Management and 2 other companies
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Recent Quotes
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  • In the industry, we chuckle a little bit, because families want some sort of magic number … and the reality, of course, is that it's a lot more nuanced.

    21 February 2020
  • Decisions about family money have the potential to change lives, yet the outcome depends on how well the purpose and reasoning behind those decisions are understood, and too often that is left unsaid. Misunderstanding can lead to family conflicts, resentment and other unintended consequences, including the misuse or loss of family wealth.

    19 November 2019
Employment
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  • Merrill Lynch Wealth Management
    Managing Director, Center for Family Wealth Dynamics & Governance
    started Feb 2014
  • Merrill Lynch Private Banking & Investment Group (https://www.pbig.ml.com/)
    Director
    Nov 1999 – Aug 2013
  • Ernst & Young
    Senior Manager
    Jun 1991 – May 2000