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Sherri S

Series 63, Series 65

Celebration, FL

OSAIC

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carey S

Series 63, Series 65

Celebration, FL

OSAIC

Carey Stansbury is a financial advisor with Osaic Wealth, Inc. who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Osaic since 2012. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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