Adrienne’s journey to founding Stella Wealth Advisors LLC in 2021 is rooted in her passion for meeting and working with inspiring and highly innovative individuals. While working as a First Vice President with Morgan Stanley, Adrienne had the opportunity to join Google’s stock plan team in 2005. During that time, she honed her skills of working with technology executives who needed help with wealth management surrounding their stock options, specifically around taxes and estate tax mitigation. Many of the clients she worked with during this time have moved on to start their own firms as entrepreneurs and Adrienne has further perfected her skills in assisting technology founders and executives achieve their financial goals. During her time at Morgan Stanley she served as a corporate sponsor to the Band of Angels, the oldest seed funded capital group in Silicon Valley.
Adrienne moved her practice to Wells Fargo in 2013. At Wells Fargo, she served as a Senior Vice President Investment Officer and ran a wealth management practice continuing her passion in working with entrepreneurs, early employees, executives, founders, as well as trustee and foundation clients. While at Wells Fargo, Adrienne was awarded Wealth Manager of the Year by San Francisco Magazine the past six years for highest level customer service and customer satisfaction.
Adrienne’s practice is unique in the creation of her portfolio allocation models. She works hard to hand build all her models and takes pride in collaborating with clients. She cross references research from all firms and combines that research with her own opinion to drive optimal results for her clients. The desire to fully commit to creating this unique experience for her clients drove Adrienne to found her own financial services firm in 2021 – Stella Wealth Advisors LLC. Adrienne named her company after her favorite and rare US $4.00 gold coins – the Stella coin. She is an avid coin collector and finds the Stella coin to be her favorite as it is one of the rarest and most sought-after gold coins in the world. At Stella Wealth Advisors, Adrienne and her team provide clients with the utmost level of service by working with everyone to learn their unique circumstances and create a corresponding plan to help them reach their goals.
Adrienne received her B.S. in Corporate Finance from Michigan State University and also studied Packaging Engineering. She currently holds the Series 7 and Series 66 securities registrations as well as her California Insurance License. She is a competitive athlete and enjoys being part of The San Francisco Olympic Club. She has won four national tennis balls and reached the highest levels in tennis both Top 2 in open level singles and age group nationals. Additionally, she has competed in the women’s open level handball circuit and enjoys many sports, competitive weight lifting and healthy eating. She is a Certified Financial Planning Specialist and has served as Serval Ventures keynote speaker for technology founders in New York City regarding equity compensation. She is an active donor for both the Special Olympics and Second Chance Cocker Spaniel Rescue, a member of the San Francisco Elks Lodge, and a covid relief donor.