Stacy M Tredennick
Global Wealth Management
3130 CROW CANYON PLACE
Suite 250
SAN RAMON, CA 94583
Phone: (925) 866-2428
Email:
Directions to Branch
PROFESSIONAL PROFILE
Stacy Tredennick is a Financial Advisor and CFM in the San Ramon, CA office who joined Merrill Lynch in 2002. A Bay Area native, Stacy grew up in Saratoga and attended St. Francis High School in Mt. View. She graduated Cum Laude from UCLA in 1991 with a BA in Communications and a Business emphasis. With over 13 years of experience in offering custom solutions to clients, she works closely with clients on both personal and business financial needs.
Stacy concentrates on the financial and investment needs of high net worth individuals and families through financial management and customized investment strategies. "I believe that investing starts with a strategic guideline, based upon important life goals, and follows an active and disciplined process to achieve long-term success." She prides herself on offering a high degree of personal service, integrity and commitment. Specifically, she provides ongoing client education, flexible appointment scheduling and superior communication.
Stacy is an active member of the Iron Horse Mothers Club, the Alamo-Danville Newcomers' Club and the Squash League at ClubSport of San Ramon. She lives in Danville with her husband, Scott, their sons, Ryan and Cole, and their Lab-mix, Wally.
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Stacy Tredennick is registered to do business in: CA, MD, UT, WA, WY
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