Corporate Retirement Plan Specialist and Wealth Advisor
Tracey joins Twelve Points Wealth Management with over 20 years of extensive client relations experience, specifically in the construction industry. In her previous role as Vice President of Client Services at Windover Construction, Tracey used her exemplary communication and organizational skills to strategically find clients that best aligned with the firm’s mission and vision. Once on board, she was responsible for maintaining a presence with the company’s clients and project teams, ensuring that the company delivered everything promised from the early stages to project completion. Tracey currently serves on the Board of Advisors for Harborlight Homes (formerly Harborlight Community Partners), the Zoning Board of Appeals for the Town of Georgetown and volunteers her time at various organizations throughout the region.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.