Parallel Advisors, LLC
Stacey Blalock has a diverse range of work experience in the financial industry. Stacey has worked at Parallel Advisors, LLC since 2013, first as the Director of Operations and later as the Principal and Director of M&A Integration. Prior to that, they were a Client Analyst at ICONIQ Capital from 2012 to 2013. Stacey also has experience at Fidelity Investments, where they held roles as a Client Manager III and a Director, and at Charles Schwab, where they worked as a Moneylink & Wires Manager, Transfer of Accounts Team Manager, Transfer of Accounts Senior Specialist, and Mutual Fund Operations, ACATS Representative. Throughout their career, Stacey has gained expertise in various areas such as client management, operations, integration, and risk management.
Stacey Blalock attended Lees McRae College from 1987 to 1989, where they obtained an Associate of Science degree in Psychology & Communication.
Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies