Tracy has been with the firm since 2008 and assists our Melbourne area advisors with a variety of tasks. She assists with a variety of client account services such as new accounts, transfers, rollovers, beneficiary changes, address changes, account title changes, coordinating with estate planning attorney offices and CPA’s, and other administrative details that will ease a client’s financial life. She also works closely with the other Client Service Managers and partners to assure that all of our clients needs are met.