Creating a streamlined and welcoming client experience is a priority for Tracy. Empathetic and understanding, she handles everything from client onboarding tasks to proactive communication with clients. “To me, it’s important to help each client feel understood and make it easy and enjoyable to do business with us,” Tracy says.
She joined Raymond James along with the Peregrine Wealth Management team in 2020, excited at the chance to continue with a solid group of professionals. Before that, she spent 11 years as a senior branch office administrator at Edward Jones. She graduated from Champlain College in Burlington, Vermont, with an associate’s degree.
She lives in her hometown of Barre, Vermont, with her husband, Freddie; they have two children, Frederick and Lindsay. In her free time, Tracy enjoys reading, exercising, traveling with her family and playing with her two golden retrievers, Hazel and Archie.
