• Tracey Clark, CFP®, CDFA®

    Senior Financial Planner

Your Partner in Financial Services

There is only one uniquely authentic you, so your financial plan needs to be more than a cookie-cutter mathematical equation. That’s where I come in. 

Financial planning and investment management is an ongoing process that involves crafting a plan, monitoring progress, and revising as needed. I start by understanding your wants, wishes, and concerns, and learning what financial freedom means to you. My role is to bring together the interrelated pieces of your financial life to provide valuable insight on your current situation and actionable steps to take toward future goals. These pieces include pre- and post-retirement planning, investment planning, legacy planning, longevity planning, risk management, income strategies, education planning, tax planning, transition planning, and more.

I respect that everyone has their own personal relationship with money and it’s not always easy to engage in financial matters. I strive to bring awareness and provide education in a no-pressure and judgement-free environment. It’s an honor to partner with you to celebrate milestones or to work through challenges.

A service that clients appreciate is my strong focus on tax planning. Having had a 15-year tax-related career before joining Raymond James, I understand how every financial decision can impact taxes and I’m eager to collaborate with your tax professional to optimize your tax outcomes.

Working with me means you have the depth of the MKS Wealth Advisors team at Raymond James working for you. I think you’ll agree that the integrity, service-first culture, and collective knowledge of the team sets us apart.

Favorite Quote

I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.

~Maya Angelou

Community Involvement

  • Volunteer photographer – Engedi Church
  • Communications team volunteer – Engedi Church
  • Engedi Leadership School volunteer – Engedi Church

Where You May See Me Around Town

Shopping at the Farmer’s Market, photographing flowers or sunsets, enjoying pizza at Hops, riding my bicycle, browsing antique stores, or walking my dog.

Fun Facts

  • My collection of vintage cameras started with a Kodak Junior Six-20 that my grandmother received brand new as a gift in 1937.
  • I rode a bicycle across the state of Michigan with 700 other cyclists…and I plan to do it again.
  • I have an affinity for public speaking and even won a few humorous speech contests as a member in a Toastmasters club.
  • Along with 10% of the population, I’m left-handed.

My Colleagues Describe Me As

Responsive, Analytical, Thoughtful, and Knowledgeable

Licenses, Designations, and Memberships

  • Certified Divorce Financial Analyst (CDFA®)
  • Licenses: Series 7, 63 and 24
  • Insurance Licenses: Health, Life and Annuities

Background and Education

  • Financial planning and investment management with Raymond James since 2011 in Ann Arbor and Holland, Michigan
  • Team manager and tax software analyst with Thomson Reuters Tax & Accounting in Dexter, Michigan
  • Eastern Michigan University – Master of Business Administration Degree (MBA)
  • Central Michigan University – Bachelor of Science in Business Administration Degree with a major in Finance and a minor in Accounting

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.