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View More Press Releases by SageView Advisory Group

Press release:

SageView Supports Southeast Growth with Addition of Stacy Walters

Issued by: SageView Advisory Group

Date: Aug. 16, 2018

IRVINE (AUGUST 14, 2018) - SageView Advisory Group, one of the leading independent retirement plan advisory firms in the nation, today announced the addition of Stacy Walters as a Relationship Manager in the Southeast, joining the West Palm Beach, Florida team.

Stacy's primary focus is to help clients manage their qualified and nonqualified retirement plans, including 401(k) plans, 403(b) plans and various other defined benefit and defined contribution plans. She began working in the financial and retirement industry in 1993, spending most of her career as a relationship manager. She has extensive experience with helping organizations meet their fiduciary responsibilities, assisting with plan design, operational issues and creating educational programs to help employees reach their retirement and financial objectives.

Her knowledge in the retirement plan space is furthered by her time serving as the 401(k) Plan Administrator for a large organization's Human Resources Department.

Stacy graduated Summa Cum Laude from Bellevue University in Professional Banking Operations and Leadership. She also holds the Accredited Investment Fiduciary (AIF®) and Qualified 401(k) Administrator (QKA) designations.

Jeffrey Petrone, Managing Director of SageView's West Palm Beach office, commented, "We are very excited to have Stacy join our Florida team. Her compliance background coupled with her Plan Sponsor experience will be an asset to our practice."

"Stacy interfaces with many providers and internal partners, thereby strengthening the overall client experience, which is integral to building strong, long-standing relationships with plan sponsors and participants. By growing the SageView team with individuals whose dedication to excellence matches our own, we can continue to offer our clients unmatched service and support," added Randy Long, Founder and CEO of SageView.

About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans. SageView is headquartered in Irvine, California with 23 offices nationwide.

Securities offered through Cetera Advisor Networks, LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.

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View More Press Releases by SageView Advisory Group


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