In her role as a Senior Client Service Associate, Tracie contributes to clients’ financial well‐being by responsively processing transactions and performing administrative duties. Her mantra is to under‐ promise and over‐deliver in providing service and a quality experience to clients, above and beyond their expectations.
Prior to joining Raymond James in 2021, Tracie had been with Wells Fargo Advisors for 18 years, assisting the branch manager with office operations and client support and supervising a team of five client associates. Before Wells Fargo, she was with A.G. Edwards and Merrill Lynch, with roles in both New York’s Financial District and Seattle, Washington.
Tracie earned a Bachelor of Business Administration from Baruch College at City University of New York and a Bachelor of Science in communications from the University of Phoenix.
She is originally from Queens, New York, and lived in Seattle for 25 years where she raised her children, Victoria and Aaron, who are now 28 and 22. She currently lives in the Tampa, Florida, area.