Lacey A. York
Lacey A. York, AAMS
®, is a Senior Vice President/Investments in the York Wealth Management Group. The team serves clients nationwide and helps clients manage more than $350 million in assets.
Lacey designs personalized wealth strategies for families, small businesses, and nonprofit organizations as they pursue their long-term financial objectives. She began her career as a financial advisor with Advest, Inc. in 1999.
An accomplished financial advisor, Lacey earned the Accredited Asset Management Specialist
® designation and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). She graduated magna cum laude with a Bachelor of Business Administration in Marketing from the University of Notre Dame.
Lacey was named to
Forbes’ America’s Top Women Wealth Advisors list in 2020 and 2021 and Top Women Wealth Advisors Best-in-State from 2022-2026. She serves on the Stifel Wealth Advisory Council and is a founding member of the Stifel Women’s Initiative Network (WIN).
Lacey lives in Sewickley with her husband, Brendan, and two children, Colin and Elizabeth.
Forbes’ America’s Top Women Wealth Advisors and Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending September 30 of the year prior to publication and are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
.
