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Jaci Stanton
Back to Team

Jaci Stanton

Managing Director
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Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy

Previous Experience
  • Thrivent
  • MoneyGuidePro
  • Ameriprise Financial Services, Inc.
  • Ibboston Associates & Morningstar Inc
Up Close with
Jaci

What are three words that describe how you do your job?

The words that reflect how my state of mind are grounded on my principles: Integrity, Responsibility and Empathy. The words that reflect my energy are: Curious, Optimistic and Gritty. 

What inspires you in your job?

We work in an industry that is hugely important to the well-being of people. I'm inspired by the potential we have to help positively shape the trajectory of people's lives. 

 What are you most passionate about in your role at F2 Strategy?

I view the world through a lens of possibilities, not problems. At its core, F2 represents possibility for our clients and the industry at large. I'm most excited to help transform possibility into transformation and innovation on behalf of consumers and advisors. There is much to get done!

Jaci Stanton
Back to Team

Jaci Stanton

Managing Director
Email IconLinkedIn Icon

Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy

Previous Experience
  • Thrivent
  • MoneyGuidePro
  • Ameriprise Financial Services, Inc.
  • Ibboston Associates & Morningstar Inc
Expertise
Up Close with
Jaci

What are three words that describe how you do your job?

The words that reflect how my state of mind are grounded on my principles: Integrity, Responsibility and Empathy. The words that reflect my energy are: Curious, Optimistic and Gritty. 

What inspires you in your job?

We work in an industry that is hugely important to the well-being of people. I'm inspired by the potential we have to help positively shape the trajectory of people's lives. 

 What are you most passionate about in your role at F2 Strategy?

I view the world through a lens of possibilities, not problems. At its core, F2 represents possibility for our clients and the industry at large. I'm most excited to help transform possibility into transformation and innovation on behalf of consumers and advisors. There is much to get done!

Latest Insights from

Jaci

Latest Insights

The Data Edge: Unlocking growth and productivity in wealth management
The Data Edge: Unlocking growth and productivity in wealth management
Research

The Data Edge: Unlocking growth and productivity in wealth management

The Power of Use Cases for Building Advisor Experiences 
The Power of Use Cases for Building Advisor Experiences 
Insight

The Power of Use Cases for Building Advisor Experiences 

Latest News & Insight from

Jaci

Latest Insight

The Data Edge: Unlocking growth and productivity in wealth management
Research