Tracy has served in various roles in finance since her start at Advest, Inc., in 1994. She currently manages client communications, marketing and coordinates the team’s community involvement and sponsorships. She also assists management with numerous internal compliance tasks and periodic account 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 enjoys spending time with family, travel and exploring nature.
Raymond James is not affiliated with any of the organizations listed above.
“We want to help make your retirement a time for looking forward with hope because you look back on your decisions with confidence.”