Education & Professional Licenses
- BS, Accounting, UNC Wilmington, Wilmington, NC
- Financial Planner Program Graduate, Queens College, Charlotte, NC
- Certified Financial Planner ™ professional
- Certified Public Accountant with the specialty designation of Personal Financial Specialist
- Series 7, 24, 63 and 66 held with LPL Financial
- NC producer (Life, Health, Variable Life & Annuity)
Experience
Tracey has more than 25 years of service in the area of personal financial services. Prior to associating with LPL Financial as a representative, Tracey was a Relationship Manager for the Charlotte office of The Private Bank at Bank of America. Before joining The Private Bank, Tracey worked for five years in public accounting providing tax and personal financial planning services with the international accounting firm of PricewaterhouseCoopers LLP. As a senior manager in the Personal Financial Services Group, Tracey advised high net-worth individuals and senior corporate executives through comprehensive financial planning. Services provided included tax planning/compliance, estate and gift tax planning, risk management, investment planning and retirement planning.
Memberships
- Member, American Institute of Certified Public Accountants
- Member, North Carolina Association of Certified Public Accountants
- Member, Financial Planning Association
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