Wells Fargo Advisors
Focus - Tracy believes that success comes from truly understanding a client’s needs and delivering service that is highly personal, highly responsive and highly effective. She is guided by the knowledge that each relationship is important, that each client has specific objectives and that each client should feel their wealth is being well managed. Tracy’s mission is to work with families, business owners and women to help them navigate the complexities of retirement and investment planning. She has almost 20 years of experience in the financial industry working to help people obtain confidence, clarity and structure in their financial goals. Her clients know that trust and integrity are the cores of not only her practice but their relationship.
Comprehensive Investment Planning - Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
Retirement Plan Services - Tracy offers a range of retirement plans that businesses or self-employed individuals can use, including money-purchase pension plans, profit-sharing plans, defined-benefit plans, traditional 401(k) plans, and safe harbor 401(k) plans. In addition, she provides a variety of financial services to executives and businesses that include stock option exercise and sales programs, executive deferred compensation plans, and investment advice on proceeds from a sale of a business.
Estate Planning - She will work with you and your other professional advisors –including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances.
Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company, 1 North Jefferson, St. Louis, MO 63103