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Debi Piercy

Debi Piercy, CFP®

Managing Partner, Financial Advisor
P: 501.485.4815
E: [email protected]
Erin Whitt

Erin Whitt, CRPC®

Managing Partner, Financial Advisor
P: 501.485.4816
E: [email protected]
Mary Staton

Mary Staton

Operations Manager
P: 501.485.4817
E: [email protected]

Lisa Turner

Administrative Assistant
P: 501.485.4818
E: [email protected]

The Piercy-Whitt Group of Transitions Wealth Management believes the following:

  • We believe clients deserve individual attention with an advisor they trust.
  • We believe clients deserve an investment plan where they can record their goals and track progress.
  • We understand that changes in life can bring changes to a client’s financial picture. We work closely with clients to help guide them through the financial decisions which must be made when circumstances change and we empower them to make these decisions with confidence.
  • Although we offer traditional brokerage accounts, we believe advisory account management focuses on the long-term benefits of your financial strategy. We offer a variety of money-management programs in which a quarterly fee, assessed in advance, based on the assets in your account replaces traditional commission fees.
Through these programs, we can help you develop a portfolio which balances your needs for safety, growth, and current income, and we will conduct periodic reviews of the performance of your portfolio.

Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.

Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.

Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Debi is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and Erin is a CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®) certificant. In order to earn these certifications, each of us had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. We are also required to complete ongoing continuing education for these certifications which keeps us up-to-date with current financial strategies.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a singular event — it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. This is why we work with you, one on one, to design investment strategies which are targeted to your specific needs and goals.

The Piercy-Whitt Group of Transitions Wealth Management offers more than just knowledge and insight — we offer an objective and holistic approach designed to provide financial solutions for all aspects of our clients’ lives, up to and through retirement.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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