Tracy brings over 30 years of industry experience to Massey Romans Capital. Within the group, she works to establish an atmosphere of trust with clients by answering any questions about the transfer and management of their assets. She regularly communicates with clients about their account transactions, answers client inquires, and maintains the flow of information between financial planners and clients. Tracy is a licensed Investment Advisor Representative.

Prior to joining the group, she was a Registered Client Service Associate at Raymond James and Associates. During this time, she helped create customized financial plans for wealth accumulation and preservation strategies. She was responsible for executing the trading platform for the team’s model portfolios, as well as the main client contact for all daily needs such as money movements and account information.

Tracy was born and raised in Philadelphia, Pa. and moved to Vero Beach, Florida in 2012. Tracy is an avid animal lover and enjoys spending time outside with nature, road biking and hiking. Tracy is happily married to Tony for more than twenty years and they have two sons.