ADVISOR BIO

Tracee Wagner is an Investment Advisor Representative at Advocacy Wealth Management, LLC. Tracee is registered with the state of Florida. Tracee specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Tracee also has experience servicing and placing insurance products as an agent for Forge Consulting LLC.

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ADVISOR BIO

Tracey Banville is a registered representative with Oppenheimer & Co. Inc. with more than 6 years of experience in the financial industry. Tracey has been registered with Oppenheimer & Co. Inc. since 7/1/2019 and previously worked at RBC CAPITAL MARKETS, LLC. Tracey holds Series 7 and Series 63 licenses, as well as the SIE exam.

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ADVISOR BIO

Tracey Stofa is a Managing Director & Head PC Group at Fort Washington Investment Advisors Inc. Tracey has over 14 years of experience in the financial services industry. She is a registered representative and investment advisor representative. Tracey holds the Series 7, 9, 10, 66 and SIE securities licenses. Tracey specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Tracey is also a board member for several organizations in the Cincinnati area, including the Greater Cincinnati Alzheimer's Association and the Bethesda Foundation.

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ADVISOR BIO

Tracey Holgren Ivey is an investment advisor representative with Thompson Siegel & Walmsley LLC. Tracey has been in the industry since 1985 and has a diverse background, having worked with several firms over the years. Tracey is registered as a Broker-Dealer and Investment Advisor in multiple states. Tracey is passionate about providing clients with personalized financial advice to help them achieve their goals. Thompson Siegel & Walmsley LLC is a wealth management firm that provides a wide range of investment services to individuals, families, and institutions. The firm focuses on building long-term relationships with its clients, and has a team of experienced professionals who are committed to providing personalized financial advice.

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ADVISOR BIO

Tracey Franklin is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Barrington, Illinois. Tracey has been in the industry since 1998 and holds Series 7, 31, 63, and 65 licenses. Tracey's previous experience includes roles with Morgan Stanley and Harris Investor Services, Inc.. Tracey provides a range of services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Tracey Martin is a registered representative with Davenport & Co. LLC and has been in the financial services industry since 2012. Tracey has a wide range of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC, EF Legacy Securities, LLC and Sanders Morris Harris LLC. Tracey holds Series 6, SIE, Series 6TO, and Series 99TO licenses. Tracey's specializations include providing portfolio management services for individuals, businesses, pooled investment vehicles and investment companies, as well as financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Tracey A. Neret is a financial advisor with Oppenheimer & Co. Inc. Tracey has been in the industry since 2008 and has experience with both Merrill Lynch and Jefferies & Company. Tracey's focus is on providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Tracey Villaluz Ledda is a financial advisor who has been in the industry since 1996. Currently, Tracey is registered with RBC Capital Markets, LLC. Tracey's prior registrations include Sterne, Agee & Leach, Inc., Nollenberger Capital Partners Inc., Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC, CUSO Financial Services, L.P., and Van Kasper & Company.

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ADVISOR BIO

Tracey Alden Devine is an Investment Advisor Representative at Saratoga Research & Investment Management. Tracey has been in the industry since March 2014 and holds the Series 65 license. Tracey works with a wide range of clients, including individuals, corporations, charitable organizations, investment companies, and pooled investment vehicles. The advisor specializes in providing financial planning, portfolio management, and securities research. Saratoga Research & Investment Management provides a range of services to its clients, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides financial planning services.

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ADVISOR BIO

Tracey Vance Westhoff is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 14 years of experience in the industry. Tracey is registered to provide investment advice in 45 states and the District of Columbia. Tracey's areas of specialization include investment management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting.

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