Registered Client Service Associate
Tracy has been in the financial services industry since 1989 when she joined Prudential Securities in Baltimore, MD as the Branch Manager's assistant. Since then, she has provided service, sales, operational, administrative, recruiting and management support -in varying capacities- to several firms in Maryland and New Jersey. She currently holds Series 7, 9, 10, 31, and 66 securities licenses as well as her life insurance and annuity licenses. Tracy is a great new asset to our team providing administrative support to our clients. She also helps in portfolio analysis and reviews for our clients.
A native of Philadelphia, PA, Tracy moved to Vero Beach with her husband Tony in 2012. When not at the beach, or biking around town, Tracy can be found taking care of her many four footed friends. A devoted animal lover, Tracy volunteers time, energy and resources to various animal welfare organizations.