Stacey Ellis - RBC Wealth Management

Stacey Ellis, AWM, CFP®

Associate Vice President - Financial Advisor

Stacey takes a personalized approach to understanding clients’ unique needs. Her process starts with listening to understand what is truly important to the families she works with. With that knowledge, she helps clients visualize their financial goals, drafts a plan toward achieving those goals and prepares to make adjustments as life changes along the way. Through wealth planning, Stacey provides her clients with financial confidence, empowering them to enjoy what they have worked so hard to achieve. She serves as a trusted advisor throughout evolving stages of earning, saving, protecting and sharing their wealth.

Stacey earned the CERTIFIED FINANCIAL PLANNER™ designation, with the goal of elevating the quality of advice she could offer clients. She has committed to the CFP® Board’s high ethical standards, which require putting clients’ interests first. Stacey believes in the importance of financial literacy and takes pride in helping clients feel confident and comfortable with their finances. She also holds the Advanced Wealth Manager designation at RBC Wealth Management and takes a comprehensive approach to wealth planning, providing guidance on retirement planning, investment strategies, estate planning services, insurance solutions and charitable giving. She has over 20 years of investment experience and is committed to building long-term client relationships based on trust, integrity, transparency and exceptional client service. Stacey attained her education at the University of Florida, graduating with a Master of Business Administration and a Bachelor of Science degree in finance, magna cum laude. A native Floridian and second-generation Florida Gator, Stacey moved to St. Petersburg in 2001 to focus on institutional fixed income at William R. Hough & Co. She joined in RBC Wealth Management in 2013 and is thrilled to be part of a firm that recognizes the importance of diversity and inclusion. She is a proud long-standing member of RBC’s Women’s Association of Financial Advisors (WAFA).

Stacey loves living in St. Pete and feels blessed to be part of such a wonderful thriving community. She has two mostly sweet teenagers, a daughter Reese and son Ryder, who both spend lots of time on the water, sailing with the SPYC team. Her family enjoys traveling, skiing, hiking and everything outdoors.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Lindsay Strickland

Senior Portfolio Advisor

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Susan Johnson

Fixed Income Business Development Professional

Susan is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. She works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.