
Brett Rickey
Stacie Kirkland is currently a Vice President Financial Advisor at Morgan Stanley. She boasts over 20 years of previous experience as a Certified Public Accountant*. Stacie focuses on helping clients diversify their portfolios with a focus on tax management strategies. Her background in tax and financial planning allows her to provide comprehensive advice tailored to each client's unique goals. She is dedicated to guiding individuals and families toward financial independence while seeking to maximize their investment potential through smart, tax-efficient decisions.
She is particularly experienced in estate planning strategies, and helps guide families through the complexities of wealth transfer while focusing on tax management strategies. Her approach aims to help ensure that clients' legacies are preserved and passed on according to their wishes. From trust services and gifting strategies to charitable giving, she provides personalized strategies that seek to help preserve and grow wealth across generations.
A key aspect of her practice involves educating the next generation on financial stewardship. She works closely with clients' heirs to help equip them with the knowledge and tools necessary to manage inherited wealth responsibly. By fostering financial literacy and strategic thinking, she seeks to help families maintain prosperity and purpose across multiple generations.
Stacie is passionate about getting to know her clients and understanding what is truly important to them. By building strong, meaningful relationships, she is able to create financial strategies designed to help achieve their financial goals and align with their personal values and life aspirations.
Stacie and her husband, Rodney, reside in Tuscaloosa, Alabama. They enjoy traveling and attending social events in the community and spending time with their two children, Carsyn and Brennon.
*Non-practicing at Morgan Stanley
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.