Tracey is our Client Relationship Manager. A born and raised New Orleanian, she integrated herself into the world of finance and mortgage in 1995. For 28 years Tracey has worked with countless clients in the Greater New Orleans region helping them reach their financial goals and potentials. Earlier this year, she began a new journey when she was presented the opportunity to join the TAG team and since then she hit the ground running. Tracey has her Series 7, 63 & 65 registrations.
In her free time, Tracey enjoys spending time with her 3 children, Ashley, Joshua and Taylor, as well as her endless supply of family and friends (most of which live on her street.) However, her favorite moments are spent spoiling her 5 grandkids who just adore their “Mimi.” When she’s not with her family, she loves going shopping and grabbing lunch with her girlfriends.
Tracey is an engaging & goal-oriented person who is truly a pleasure to work with. With almost 3 decades worth of experience and knowledge in the financial services industry, she’s truly a great asset to the TAG team and our clients. Tracey looks forward to dedicating her time to ensuring our clients and their accounts always receive the utmost care and attention.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. The Ansardi Group is independent of Cetera.