Senior Client Relationship Manager, Vice President
Tracy joined Lahoud Wealth Partners in March 2022. She spent the previous 24 years at Merrill Lynch Wealth Management. During her tenure at Merrill Lynch she provided service and support to Advisors and their Associates on a daily basis while simultaneously assisting clients as needed. Most recently, she directly supported the Executive Leadership Team for a five office complex as well as 170 Advisors and their Associates.
Providing holistic wealth management solutions for clients requires a diverse, dedicated team. Tracy has demonstrated her commitment to teams and clients throughout her career. Her positive approach, desire to consistently be a part of the solution as well as tireless work ethic, align perfectly with the culture of Lahoud Wealth Partners and Rockefeller Capital Management. Tracy’s proven ability to support and collaborate effectively with Management, Advisors, Associates, and clients in a fast paced, ever changing environment during her time in the financial industry makes her an excellent fit for the team. She also holds the Series 66 and Series 7 FINRA registrations.
Outside of work, Tracy spends a significant amount of time volunteering for local shelters, food kitchens and Veterans organizations. She enjoys spending time with family and friends, especially her children.