Estate & Legal Team

We bring different perspectives to the table, but we’re united by a love for purposeful work, thoughtful design, and real connection.

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Estate Planning Attorney

Kristin Stanley

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Kristin Stanley brings a calm, knowledgeable presence to every conversation — helping clients navigate the complexities of estate planning with clarity, care, and confidence.

ABOUT

As a Certified Estate Planner (CEP®), Kristin specializes in helping individuals and families create comprehensive, forward-thinking estate plans that protect what matters most. She combines technical expertise with genuine empathy, guiding clients through each decision and ensuring every plan reflects their goals, values, and legacy.

PHILOSOPHY & APPROACH

Kristin believes great estate planning is about more than documents — it’s about people. She focuses on building lasting relationships and turning complex legal and financial concepts into clear, actionable strategies. Her approach is rooted in thoughtfulness, organization, and follow-through, so clients can move forward with peace of mind knowing everything is in order.

OUTSIDE THE OFFICE

Outside of her work, Kristin enjoys spending time with family, exploring the Florida coast, and finding new local spots to enjoy with her husband, Dustin. She’s passionate about community, balance, and helping others feel secure in every stage of life.

SIGNATURE QUOTE

“Estate planning isn’t just about transferring assets — it’s about protecting people, honoring intentions, and creating confidence for the future.”

CEP® — Certified Estate Planner

Charles Fulda IV

Charles Fulda IV brings something most financial firms can't offer: true in-house legal expertise that ensures your estate plan and your financial plan are always working together.

ABOUT

As an estate planning attorney, Charles helps clients navigate the legal side of retirement — wills, trusts, powers of attorney, beneficiary designations, and legacy planning. Having an attorney embedded within the Stanley Wealth team means clients don't have to piece together advice from multiple professionals. Everything is coordinated under one roof.

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Randi Moccia

Randi Moccia makes sure that everything you've worked a lifetime to build is protected — from your home and vehicles to the assets that support your retirement income.

ABOUT

Randi Moccia specializes in property and casualty insurance, helping clients evaluate and close the coverage gaps that could threaten their financial security. As part of Stanley Wealth's comprehensive planning approach, Randi ensures that the insurance side of a client's portfolio is working in sync with their overall financial plan.

Property & Casualty Specialist

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