TRACY BARKER IS A MANAGING DIRECTOR – INVESTMENTS with Wells Fargo Advisors in Cincinnati, OH, serving clients in the community with their comprehensive wealth management needs. As a CERTIFIED FINANCIAL PLANNER^® professional, Tracy brings nearly 35 years of experience working with individuals, wealthy families, and private business owners. Tracy enjoys getting to know his clients on a personal level. Through a process of open communication, Tracy uncovers his clients’ goals, objectives, and risk tolerances.

Nearly 20 years ago, Tracy developed the screening criteria that make up the ‘Barker High-Quality Growth Model.’ This investment model consists of individual equity positions and focuses on companies with competitive advantages over competitors, to allow potential excess return in a variety of markets.

Additionally, Tracy specializes in long-term wealth planning strategies, including investment analysis, estate planning strategies, concentrated stock strategies, legacy and philanthropic planning, alternative investment strategies, and capital & finance needs. By taking a holistic approach, Tracy is able to deliver unique solutions for you and your loved ones.

Before joining the team at Wells Fargo Advisors, Tracy was a Senior Vice President and Senior Portfolio Manager at UBS, as well as a First Vice President and Senior Portfolio Manager at Merrill Lynch, where he was a member of the firm's prestigious President's Council and consistently ranked in the top 10% of the firm's advisors. He also served as a Senior Vice President and Senior Portfolio Manager at Smith Barney.

A native of Northern Kentucky, Tracy earned his Bachelor of Business Administration in Finance from Eastern Kentucky University. To continue his industry education, Tracy earned an Executive Certificate in Financial Planning from Xavier University and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania.

In his spare time, Tracy enjoys golf and is a passionate Reds, Bengals, and UK fan. He’s also an avid outdoorsman, and proudly summited Mount Kilimanjaro in Tanzania, Africa in 2013. To give back to his community, Tracy volunteers for several charities including the Free Store Food Bank, Tender Mercies, and Habitat for Humanity.

BROOKE IS A CERTIFIED FINANCIAL PLANNER^® professional with the Barker Wealth Management Group of Wells Fargo Advisors in Cincinnati, OH. Brooke brings corporate finance experience from Procter & Gamble to the team and is a proud graduate from the University of Kentucky where she majored in Finance & Marketing.

She has a passion for connecting with others and enjoys having deep, personal conversations with clients to uncover their motivations and hesitations when it comes to money. This allows her to create tailored plans that best align with each client’s unique needs. Brooke understands that finances can be complicated and cause anxiety for many. It is her mission to simplify complex concepts and empower others to feel in control of their financial future. She particularly enjoys working with young professionals and fellow businesswomen. 

With a passion for culture and travel, she brings a worldly perspective to the team, as she has lived in Barcelona, Spain; Sydney, Australia; and Rio Pomba, Brazil. She is very active in the community and volunteers with Big Brothers Big Sisters of Greater Cincinnati and sits on their Young Professionals Board. In her free time, Brooke enjoys reading, making homemade sourdough, and staying active through Pilates, yoga, tennis, golf, and skiing. She loves an adventure and will never pass up a weekend outdoors.

Brandon is a Financial Advisor at Wells Fargo Advisors in Cincinnati, OH, where he provides clients in-depth market research, insightful commentary, technical assistance, and is dedicated to curating a first-class client experience. Brandon brings to Barker Wealth Management Group of Wells Fargo Advisors his Degrees in Finance, Marketing, and International Business from the Lewis Honors College at the University of Kentucky. He is eager to build on his financial acumen and looks forward to his career as a Financial Advisor.

Brandon’s interest in Private Wealth Management started early, inspired by his father, Financial Advisor Tracy Barker, who had CNBC on TV 24/7 and taught him stock market vocabulary every night at the dinner table. From terms like Bull vs. Bear Market and S&P 500 to concepts like Interest Rates, his father’s influence even led him to invest his birthday cash in the stock market. He fondly recalls Jim Cramer’s energetic commentary on Mad Money echoing throughout the house. This early fascination turned into a lifelong passion, steering him toward a degree in Finance and ultimately a career with the Barker Wealth Management Group of Wells Fargo Advisors.

Outside of work, Brandon is always open to new experiences. Depending on the season, you might find him snowboarding, golfing, mountain biking, playing tennis or sand volleyball, or exploring other activities. When he isn’t playing sports, he’s likely cheering on the Bengals, Reds, & the University of Kentucky.

Christy is a Senior Client Associate who takes pride in providing the white glove concierge service our clients have gotten used to over the years. With nearly 30 years of financial services experience, Christy is a huge asset to the team, ensuring seamless communication and timely solutions for our clients. She serves as a direct point of contact for clients with questions or money transfer requests, helping our team run like a well-oiled machine. Efficiency and thoroughness are always top of mind when completing her daily tasks.

Christy has strong family roots in Ohio and lives on the East side of Cincinnati with her husband, David, and dog, Charlie. Outside of the office, Christy enjoys reading, hiking, and road trips with family. Her free time is usually spent cheering on her favorite sports teams or hosting game nights with friends.