Stacy L. Allred

Stacy L. Allred

Head of Family Engagement and Governance, First Republic Investment Management
Stacy Allred is a Managing Director and Head of Family Engagement and Governance with First Republic Investment Management.

Prior to joining First Republic in 2020, Ms. Allred spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Previously, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.

Ms. Allred has dedicated her career to working alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision-making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.

Active in her community, she volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students — a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, Ms. Allred serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® CPWA® program.

Ms. Allred earned a master’s degree in Taxation, with distinction, from DePaul University and an undergraduate degree in accounting. She is a CERTIFIED FINANCIAL PLANNER™ professional, Personal Financial Specialist and Certified Public Accountant (California), and Certified Exit Planning Advisor. She is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute.

Wealth Management Experience: Since 1992.