Stacy Culotta brings over 22 years of experience in the financial services industry to her role as a Wealth Advisor at Freedom Family Office. Known for delivering white-glove, concierge-level service, Stacy is deeply committed to building lasting relationships and guiding clients through every stage of their financial journey with care, clarity, and compassion.

Stacy holds a Master’s degree in Personal Financial Planning, is a CERTIFIED FINANCIAL PLANNER™ professional, and earned a graduate certificate in Financial Counseling. She has extensive experience across all aspects of wealth planning, including investment planning, retirement planning, and tax planning—with a specialization in estate planning. Her approach is both comprehensive and highly personalized, helping clients align their wealth with their values and long-term goals.

Stacy’s passion for estate planning is deeply personal. Years ago, she was named Healthcare Power of Attorney for her terminally ill father—a role she wasn’t emotionally prepared for. The absence of a clear estate plan placed an immense burden on her during an already heartbreaking time. That experience sparked her commitment to ensuring her clients have the right plans—and the right people—in place, so their loved ones are never left unprepared.

Outside of work, Stacy is a proud wife and mom to a married son and an adult daughter. She shares her home with three beloved dogs and is a self-proclaimed dog lover. She enjoys Barre classes to stay active, cherishes a great cup of coffee, and finds joy in spending quality time with her husband, family, and close friends.