Lacey is the Practice Director of Coaching for Level Four as well as manages her own practice, Elevate Wealth Management. Elevate was created in 2011 and offers an independent investing boutique and wealth management approach to Financial Planning, Managing Client Relationships and Assets. She brings an unprecedented energy and fresh perspective to the Financial Services industry and she serves both the community and client needs with passion and integrity. Lacey works with an extensive, diverse client base and has managed wealth and coordinated a comprehensive financial future for private clients and families 13 years and counting.
During her 11 years with Merrill Lynch Pierce, Fenner & Smith, Lacey helped bring Wall Street to Main Street gaining extensive knowledge and expertise from one of the best-in-class firms. After her tenure with a flagship firm and recognizing the ever-changing landscape post-merger between Merrill Lynch and Bank of America, as well as the 2007 / 2008 downturn, Lacey decided to take her wealth management practice to new heights and cultivate a consistency in how she manages client relationships and the firm that she represents.
As a CERTIFIED FINANCIAL PLANNER™ professional, Lacey develops meaningful relationships with each client to fully evaluate their financial goals and dreams. With a personally tailored touch, each client receives professional advice customized to their specific needs and situation. Lacey enjoys guiding clients on their financial journey, as a trusted advisor.
The extensive training, experience requirements, and rigorous ethical standards that Lacey & other CFP® professionals have completed, allows her to understand the complexities of the changing financial climate and make suitable recommendations in the best interest of her clients. Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource from budgeting, planning for retirement, saving for education, managing your taxes and your insurance coverage. Lacey assists in the challenging task of bringing all the pieces of your financial life together and she'll take the guesswork out of managing your finances and helping you understand the implications of each financial decision you make. Lacey developed her theoretical and practical knowledge by completing a comprehensive financial planning curriculum at Southern Methodist University (SMU); approved by the CFP Board. Following the coursework, Lacey passed a comprehensive CFP® Certification Exam, which tested her ability to apply financial planning knowledge to real-life situations.