A thoughtful, attentive advisor, Tracy Silpe’s underlying mission is to develop, implement and manage appropriate plans for her clients based on their goals and risk tolerance. With a willingness to listen to each client like he or she is the only investor in the world, Tracy is dedicated to assisting her clients in meeting their financial needs.
With over 10 years of financial services experience, Tracy is licensed in the areas of securities and insurance holding a Series 7, Series 66, Series 9, and Series 10 licenses. Tracy earned a Bachelor of Arts degree in Psychology and completed the Certified Financial Planner™ Professional Certificate Program at Florida Atlantic University. She has served as the Director of Public Relations for the Financial Planning Association, Gold Coast Chapter.
Originally from West Palm Beach, Florida, Tracy currently resides in Palm Beach, Florida. She enjoys spending time with her husband and two daughters. When she is not working with clients, Tracy enjoys being outdoors, scuba diving, and classic cars
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
