Helen Minieri Stacy, CFP, joined the UBS Southampton office in 2004. She is an Executive Director, Branch Manager and Senior Vice President – Wealth Management. Her responsibilities include supervising the office, as well as, providing holistic wealth management and retirement planning to high net worth individuals, their families and businesses.
Under her leadership, the Southampton office is dedicated to fostering an excellent client experience and partnering with clients to pursue what matters most in their lives through UBS Wealth Way. The branch culture is unique for the financial industry, it focuses on volunteerism and community involvement.
Her professional credentials include being FINRA registered with Series 3,7, 8, 63, and 65 along with life insurance and variable annuity licenses. Her financial career began in 1988 on Wall Street and she relocated to the Hamptons in 1991.
She supports women's initiatives, was the Past President of East End Women's Network (2016-2018) and voted by her peers as 2019 Women of the Year. She supports their annual EEWN Scholarship program.
Helen holds a Bachelor of Arts degree in Education from St. Joseph's College, Brooklyn, New York. Her studies continued at Southampton Campus of Long Island University, where she completed the Certified Financial Planning Program and became a Certified Financial Planner in 2003.
She enjoys being outdoors, playing tennis, golf, kayaking and spending time cooking with her husband and family.
Registered States:
AR, AZ, CA, CO, CT, FL, GA, ID, KY, MA, MD, ME, NJ, NY, PA, SC, TX, VA, WA, WY