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WealthVest appoints Stacy Passeri as regional director


Financial services distribution firm WealthVest Financial Partners has appointed Stacy Passeri as regional director. Passeri’s 40-year track record covers retail, wholesale and product development. 

Prior to joining Farmers, Blue Water Financial Partners and State Farm, Passeri was Managing Partner, and CEO, of KiteTale, an anonymised, redundant data aggregation platform. She drew on her extensive background in real estate, financial services, recruiting and organisational developmental consulting to establish this unique platform supporting transparency, accountability and risk management within credit cycles.

Originally, Passeri started her career in residential real estate in Marin County, California. After five years, she applied for, and was one of the few females accepted into the comprehensive investment broker-training program with Shearson Lehman Brothers. Advancing quickly, and demonstrating a unique comprehension for wealth management tools, Stacy was recruited to the insurance industry in a recruiting, management and compliance capacity. After five successful years, concluding with a 400 per cent team sales increase in her final year, earning her the President’s Honorary Award with Connecticut Mutual Financial Services, she joined Ohio National Financial Services, first as a Producing General Agent and then as a Regional Vice President and Corporate Officer. She went onto secure a Regional Vice President position with Pacific Life in the stock brokerage distribution channel.

Passeri attended Ohlone College in Fremont, California and UC Berkeley. She holds a Series 6, 63, Life, Health, Disability and Property and Casualty license, as well as being a Notary.

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