Tracy has served in various roles in finance since her start at Advest, Inc., in 1994. Currently, she diligently shares timely newsletters and research with clients and manages the team’s online presence. She often coordinates special projects such as the annual “RJ Cares” campaign and is responsible for handling the team’s community sponsorships. She also assists management with numerous internal compliance tasks and reviews.
Tracy achieved the CRPC® designation, considered the nation’s premier retirement planning credential. Tracy earned the designation after completing The Chartered Retirement Planning CounselorSM program of the College for Financial Planning™, and has demonstrated in-depth knowledge of the needs individuals face both before and after retirement. She is also an Accredited Asset Management Specialist® who understands the investment process. Earning both designations has provided her with additional insight and understanding into the lives and needs of the clients she serves.
A native of Beaver, Pennsylvania, Tracy currently lives in Patterson Township with her husband, Eric, and daughter. Outside the office, she volunteers her time for the Salvation Army Treasures for Children program. She also enjoys family time, estate sales, travel and all outdoor activities including gardening.
Raymond James is not affiliated with any of the organizations listed above.