Stacy Zurita, Senior Client Associate, believes in offering every client, whether an individual or a large corporation, personalized attention and solution-oriented service. Her commitment to providing a high level of customer service, along with her friendly demeanor, makes Stacy an important member of Everest Capital Private Wealth Management Group of Wells Fargo Advisors. She holds registrations with Series 7 and 63, and has worked in the financial services industry for more than 27 years and joined the group in 2007. With three daughters, Jenna, Isabella and Camryn, granddaughter, Briet, Stacy and her husband, Peter, make their home in Santa Clarita, California. Stacy enjoys spending time at the beach.
The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fees paid for use of logos.