Stacey Bartelson

Financial Advisor, Edward Jones

With a 15-year track record at Edward Jones, Stacey is a seasoned financial advisor who focuses on aligning purpose with wealth. Many of her clients are business owners and busy executives and her passion is to help them find meaning in their financial journey while also helping to secure a prosperous future.

Stacey was honored to attend the 2023 Forbes/SHOOK Top Women Advisor Summit and the 2022 and 2023 Barron's Women Advisor Summit, which are national conferences that attract key industry decision makers and successful female financial advisors from a variety of firms across the U.S.

Her influence also reached the Edward Jones Women's Conference, where she ranked among the top 250 female advisors, and the Financial Advisor Leaders Conference, where she was recognized among the top 1,200 financial advisors.

Stacey is an avid learner, having earned her CFP®, CEPA® and ChFC® certifications with more pursuits ahead. For seven years, she served as the MN Grassroots Task Force Chair, where she advocated on Capitol Hill and was instrumental in helping pass the recent Secure Act 1.0 and 2.0 which will benefit millions of Americans as they save for their future retirement needs.

Beyond her career, Stacey is deeply committed to her community. She actively volunteers in her children's classrooms and in local community organizations. She cherishes quality time with family and friends, stays active with workout classes, takes on the challenge of marathon training, conquers the slopes while downhill skiing, explores the world through travel, and fuels her mind with enriching podcasts and books.