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Education

J.D., Widener University School of Law

B.S., Drexel University

affiliation

Philadelphia Estate Planning Council

Relationship Manager, Wealth Advisory, Managing Director

Stacy J. Martin

Stacy J. Martin is a Wealth Advisor in Glenmede’s Philadelphia office. In this role, she is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Ms. Martin partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Ms. Martin served as the Executive Director of the Eastern Pennsylvania – Peninsula United Methodist Foundation, Inc. While there, she provided socially responsible investments and planned giving education to the United Methodist churches in eastern Pennsylvania, Delaware, and Maryland’s Eastern Shore. She was also a Vice President at The Bryn Mawr Trust Company where she was responsible for fiduciary, tax and investment management services, and has experience as a tax and account administrator at JP Morgan Delaware.

Ms. Martin received her Juris Doctor degree from Widener University School of Law and a Bachelor of Science degree in business administration from Drexel University.

Ms. Martin is a member of the Philadelphia Estate Planning Council.

Education

J.D., Widener University School of Law

B.S., Drexel University

affiliation

Philadelphia Estate Planning Council