Tracey is a Financial Advisor and member of Robinson Smith Wealth Advisors, LLC. She also serves as the firm’s Chief Compliance Officer and Service and Operations Manager.
Her 20+ years of professional experience include office management and business ownership. She has worked for over nine years in the financial services industry and an additional six years in the banking industry. She earned a bachelor’s degree in history from the University of Southern Maine and holds the Certified Financial Planner™ and Investment Advisor Certified Compliance Professional® designations.
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