Tracey Daigle, CFP®, CPWA®
Senior Financial Advisor, Chief Compliance Officer, Manager
WHY I BECAME A FINANCIAL ADVISOR
I grew up right here in southern Maine, one of five children. My parents divorced when I was twelve and I watched them both struggle personally and financially. My mother had been a stay-at-home mom and watching her start over again was a life lesson for me. I realized how important education, financial planning and being my own advocate can be. I was naturally strong in math but as a girl in the mid-1980s, I didn’t see a career path in it for me. I decided to become a teacher and with that in mind put myself through college. Yet, as it often does, life changed my plans. After graduating college, working in banking, getting married, having two children, and owning my own business, I stopped for a moment to reevaluate where I was and where I wanted to be. That was when I found Dave Robinson and Robinson Financial Advisors. He offered me the opportunity to put my strengths together, my math skills, interest in economics and finance, business experience and the teacher in me. Over the past 10 plus years, I have loved coming to work each day. I feel honored that our clients allow me to help them reach their goals and I hope I can help the next generation of girls believe there are many career paths out there for the “math” girls.
5 THINGS TO KNOW ABOUT ME
1. I have lived in Gorham since I was 6 but that makes me new to town compared to my husband's family who moved to Gorham in the 1930s.
2. My children are both heavily involved in theater, starting in elementary school and still going strong.
3. My husband and I have driven to both Richmond, VA and Lancaster, PA for a weekend to see one of our children's productions.
4. I believe every child should play in mud puddles at least once a summer.
5. I lived in Homestead, FL for 8 winters as a snowbird in my late 20s and early 30s.
PROFESSIONAL BIO
Tracey Daigle is a Senior Financial Advisor and Manager of Robinson Smith Wealth Advisors, LLC. She also serves as the firm’s Chief Compliance Officer. Her 25+ years of professional experience include office management and business ownership. She has worked for over ten years in the financial services industry and an additional six years in the banking industry. She holds the Certified Financial Planner™ and Certified Private Wealth Advisor® designations. Tracey is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Investments & Wealth Institute (IWI). She holds a bachelor’s degree in history from the University of Southern Maine.
PERSONAL BIO
Tracey lives in Gorham with her husband, Fred. They are the proud parents of Bailey, who is a 7th grade social studies teacher, and Bridget, who is a recent graduate of Franklin and Marshall College. After spending the last 20+ years devoted to her children and their hobbies, she is appreciating re-exploring some old hobbies of her own such as gardening and photography.