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 FINRA registrations Series 7 and 63, and has worked in the financial services industry for more than 30 years and in 2007 joined the Everest Capital Private Wealth Management Group which was awarded #14 of the 2025 Forbes Top Wealth Management Teams High Net Wort. 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.
2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Wealth Management Teams High Net Worth 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.
