CTFA1, TRUST OFFICER AND VICE PRESIDENT
Tracey is responsible for administering accounts, including estates, trusts, guardianships, foundations, endowments, investment management accounts and IRA’s. Tracey has worked in the banking industry for over 20 years prior to joining Seacoast Wealth Management in 2003. She graduated from the Florida Graduate Trust School with a CTFA1 designation and is a member of the Martin County Estate Planning Council.
1. Certified Trust and Financial 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