Senior Client Services Manager
Since joining MONECO Advisors in 2010, Tracy has been providing personalized support and services for our clients. She specializes in account management, issues such as money distributions from accounts, and registration of new accounts.
She also focuses her time on software integration and technology support throughout the office.
Her proactive and helpful personality as well as her technology specialty is welcomed by all MONECO clients.
Tracy lives in Fairfield, Connecticut with her husband Bill and her two children, Daniel and Stephanie.
Getting to Know Tracy...
Favorite part about working at MONECO: Having the opportunity to meet and connect with new clients
Way to spend time outside of the office: I love reading and doing genealogy research!
Most enjoyable aspect of financial advising: Figuring out new ways to simplify tasks.
Vacation: The Grand Canyon
TV Show: “The American”
Genre of Music: Classic Rock
Sports Team: None!