Stacy Wasserman, CASL, CLU, ChFC, FFSI

agency manager financial advisor & registered principal

Send an Email 817-583-7522 Review Your Finances

About Me

My Mission

As the agency manager of my sales office, my goal is twofold: to help families achieve their financial goals and to inspire my team of agents to excel in fulfilling careers.

My Background

I have 23 years of experience in the insurance and financial services industry.

I specialize in helping individuals like you with transferring wealth to beneficiaries.

I am a 1992 graduate of the University of Texas.

I have been a resident of Plano for 22 years.

Learn More

Please contact me today to learn more about our products and services, request a quote, or inquire about a sales career opportunity with my agency. I look forward to working with you.

Financial Solutions

Life Insurance
Investment Advisory Services
Accidental Death Insurance
Annuities
529 College Savings Plan
Critical Illness Insurance
Disability Income Insurance
Group Major Medical
Individual Retirement Accounts (IRAs)
Long-Term Care Insurance
Medicare Supplement Insurance
Mutual Funds
Retirement Planning
Small Business Solutions
Supplemental Health Insurance

Learn About Life Insurance

Why Life Insurance Is Important: 9 Meaningful Benefits

Life Insurance Calculator

What Does Life Insurance Cover?

Term vs. Whole Life Insurance: Which Is Right for You?

All Life Insurance Articles

IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.