Advisors at this firm
Christine S
Series 65
Ft Myers, FL
ACE Wealth Management LLC
Christine Shen is a financial advisor at ACE Wealth Management LLC in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. She has been with ACE Wealth Management since 2023 and has been self-employed since 2012. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm utilizes a range of analytical approaches to construct tailored portfolios, focusing on equities and covered call strategies, and incorporates derivatives and related strategies within separately managed accounts.
Stacy A
Series 63, Series 65
Ft Myers, FL
ACE Wealth Management LLC
Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.
