Tracey Mensah

Tracey Mensah

Client Services Associate, Notary Public

Tracey has focused on providing support for the financial industry for over 18 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:

  1. An overview of the facts, concerns, and planning objectives.
  2. A fee analysis.
  3. Your risk tolerance analysis (best/worst-case scenarios).
  4. Income-generating possibilities/opportunities.
  5. The potential success rate of outliving your money.
  6. Other valuable information you can use to make proactive decisions regarding your retirement portfolio.

Simply call 904-232-8760 or complete the form below to request your complimentary portfolio X-ray.