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Stacey A
Series 65
Spring Hill, TN
Optivise Advisory Services LLC
Stacey Andres is a Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Optivise Advisory Services LLC and has prior experience at Virtue Capital Management, First American National Investment Advisors, and Anchor Financial, where she also serves as president, providing insurance and college planning services. Andres volunteers with Church of the City in Franklin, TN, assisting with on-site security and safety. Optivise Advisory Services offers portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other advisers. The firm uses both internally developed models and third-party sub-advisors, integrating technology and reporting tools to support discretionary and non-discretionary solutions.
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