Trust Officer
Vice President
Tracey brings over two decades of banking expertise to her role at Seacoast Wealth Management, where she skillfully administers a wide range of accounts including estates, trusts, guardianships, foundations, endowments, investment management accounts, and IRAs. Since joining the firm in 2003, Tracey has become a trusted resource for clients navigating complex financial landscapes.
A proud graduate of the Florida Graduate Trust School, Tracey holds the prestigious CTFA1 designation and is an active member of the Martin County Estate Planning Council. Beyond her professional accomplishments, Tracey is a passionate traveler who finds joy in exploring new places and cultures. When she's not charting financial futures, she cherishes quality time with her grandchildren, creating memories that are just as valuable as any investment.
1. Certified Trust and Fiduciary Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law and investment management.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
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