Clancy Stumpf, CFP®

 

Clancy is a native of New Orleans and graduated from Metairie Park Country Day School in 1991.  After high school, Clancy pursued his college career at Syracuse University in New York where he earned a Bachelor of Science in finance.  Just a few months after graduation in 1995, Clancy began his career in the securities industry.

In the summer of 1995, Clancy joined Olde Discount Stockbrokers where he traded municipal bonds and treasury securities.  In 1996, Clancy joined the regional brokerage firm Legg Mason Wood Walker, Inc.  In the ensuing ten years, after earning several professional licenses and advanced designations, his practice blossomed.  In 2005, Legg Mason merged with Smith Barney and operated as a subsidiary of Citigroup Global Markets.  Clancy stayed on board with Smith Barney until the industry fell apart during the financial services meltdown of 2008/2009.  Very disgruntled and disappointed with the industry – and knowing his clients deserved better – Clancy started his own practice in April, 2009.

Clancy lives in the uptown area of New Orleans with his wonderful family.  In his spare time, he enjoys cooking, renovating his house, and coaching his kid’s soccer and softball teams. 

 

EXPERIENCE

  • 2009 - Present: Clancy Stumpf & Company - Wealth Management Advisor
  • 2006 - 2009: Smith Barney - Financial Advisor, Financial Planning Specialist
  • 1995 - 2005: Legg Mason - Wealth Advisory Specialist, Retirement Plan Consultant
  • 2000-2001: Legg Mason - Branch Manager, Professional Development Center
  • 1995: Olde Discount Stockbrokers - Municipal Securities Representative

 

QUALIFICATIONS

  CERTIFIED FINANCIAL PLANNER™ practitioner
• Financial Planning Specialist designation
• Retirement Plan Consultant designation
• Life & Health Insurance license
• Variable Annuity license
• General Securities Representative (series 7)*
• Municipal Securities Representative (series 52)*
• General Securities Sales Supervisor (series 9, 10)*
• Uniform Securities Agent State Law (series 63)*
• Uniform Investment Adviser Law (series 65)*

 

*Securities registrations held through LPL Financial