Stacey Hyde Named to 2022 Top Women Wealth Advisors Best-in-State by SHOOK Research and Forbes

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Memphis, TN (February 4, 2022) Envision Financial Planning, a provider of financial services in Memphis, TN, announced that Stacey Hyde has been named to Forbes  Top Women Wealth Advisors Best-in-State for 2022. 

According to Forbes, the ranking reflects exemplary service and prosperity over the last year. List makers are determined based on an algorithm of qualitative and quantitative criteria including: in-person interviews, industry experience, compliance records, revenue produced, and assets under management. 

“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to excellence,” said Stacey Hyde. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.” 

About Envision Financial Planning 

Envision Financial Planning has been providing individuals and organizations with financial guidance since 2019. Located at 5100 Poplar Avenue, Suite 2428, Memphis TN 38137, Envision Financial Planning’s advisors pride themselves on crafting customized strategies for each client. For more information, please visit www.envisionfptn.com. This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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We will:
  • • Provide expertise in generational personal financial planning.
  • • Give counsel based on long years of experience.
  • • Motivate our clients through caring about them and their families.
Our approach is to discover a client’s goals, determine the personal financial plan that is needed, and aid the client in reaching those goals. Our success is measured by how well our clients achieve their goals.
Hank has had a distinguished career in the financial services industry, including more than 40 years in the financial planning and securities fields. From 1985 to 2013, Hank provided fee-only financial planning services through his firm, Lifetime Planning, Inc. Hank merged his practice with Stacey’s in 2014. In addition, Hank is a member of both the local and the national chapters of the Financial Planning Association (FPA).
Hank received his bachelor’s degree in business administration from the University of Mississippi, where he also lettered in football. He received his initial securities training at Merrill Lynch. He was a financial planning consultant for the Memphis office of Ernst & Young and financial planner at Morgan Keegan & Company, Inc. from 1982 through 1984. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.
In addition to his financial planning practice, Hank has enjoyed serving on the boards of Presbyterian Day School, Second Presbyterian Church, University of Mississippi, and the Christian Community Foundation. Hank served as the chief financial officer of the Christian Community Foundation from its inception in October 1998 until October 2000. Hank enjoys reading, hunting, and attending baseball and college football games.
Clay serves Envision Financial Planning’s clients as the investment officer and portfolio manager. His duties include overseeing the firm’s investment process and money management strategies with a strong focus on “goals-based” investment planning.
As a firm, we believe in concentrating on things we can control such as:
  • • Investment plans that match your needs and risk tolerance
  • • Diversification
  • • Management of expenses, turnover, and taxes
  • • Discipline through both up and down markets
Clay is a native Memphian and a graduate of the University of Mississippi. He began his career working for a regional broker/dealer specializing in fixed-income securities, and prior to joining Envision, Clay was an investment research analyst and portfolio manager for a private wealth management firm in Memphis. Clay currently holds his FINRA Series 66 securities registration and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.
In his free time, Clay enjoys playing golf, exercising, reading, and cooking with friends and family. He and his wife, Margot, have two boys named Callan and Wiley.