Tracy joined the team at J. Marshall Associates in 1993. She was previously employed at Travelers Insurance Company for several years.
She received her Bachelor’s Degree, magna cum laude, from the University of Massachusetts Dartmouth, where she majored in Accounting. She also holds an Associates Degree, Highest Honors, from Bristol Community College where she studied Legal Secretarial Science. She is a member of the International Honor Society in Business Administration, Delta Mu Delta.
Tracy holds Series 7, Series 24 and Series 66 securities registrations and is registered with Cetera Advisors, LLC, Member FINRA / SIPC. She is licensed in MA, RI, CA, FL, NJ, CT, AK, NH, ME, NC, PA, AR, GA, NY, SC and TX. She also holds her Producer’s license for Life, Accident and Health through the Rhode Island and Massachusetts Divisions of Insurance.
She is a Somerset native and alumna of Somerset High School. When not at the office servicing her clients, she’s at the gym, skiing or at the beach. She is an animal lover and especially adores English Bulldogs. Tracy resides in East Greenwich, Rhode Island, with her husband, Dave, and sons, Brody and Brendan.
Credentials / Designations / Registrations
- Managing Director
- Securities Registrations: Life & Accident and Health
- Insurance, Series 7, 66 and 24.