Tracie Bailey
Registered Client Service Associate, RJFSWith more than 40 years of experience in the financial services industry, Tracie brings a wealth of knowledge and a client-first mindset to her role at Winter Park Wealth Group (WPWG). Tracie supports advisors and assists clients with a wide range of financial requests, ensuring every interaction is handled with care and precision.
Her career spans several firms including Merrill Lynch, AG Edwards, Wells Fargo Advisors and Raymond James, where she has held positions ranging from back-office operations to branch management support and client associate roles. Tracie believes her extensive background and Series 7 and Series 66 licenses underscore her commitment to professionalism and excellence.
Originally from Queens, New York, Tracie resides in Altamonte Springs, Florida. She has two adult children, Victoria and Aaron.
