Tracey has focused on providing support for the financial industry for over 15 years, including contract and policy management; relationship development with financial partners, banks and clients; seminar support; maintenance of CRM tools; and overall office management.
She is a paralegal graduate of the Florida State College of Jacksonville and a member of NALA, the National Association of Legal Assistants. Tracey is also a graduate of the Bradford School of Business in Houston, Texas. Originally from Iselin, New Jersey, she has lived in New Jersey, New York, Houston, and Jacksonville, Florida. Tracey is also a licensed insurance agent in the state of Florida.
If you currently have a portfolio manager or advisor, do you know the amount, percentage-wise, of fees you are being charged? If not, please allow us to do a portfolio X-ray for you, free of charge. We will itemize our findings in writing and provide: