Tracy Maltby bio
Senior Financial Advisor
Senior Vice President – Investment Officer
Tracy believes that success comes from truly understanding a client's needs and delivering service that is highly personal, highly responsive and highly effective. She is guided by the knowledge that each relationship is important, that each client has specific objectives and that each client should feel their wealth is being well managed. Tracy works with families, business owners and women to help them navigate the complexities of retirement and investment planning. Her clients know that trust and integrity are the cores of not only her practice but their relationship. Tracy has almost 25 years of experience in the financial industry working to help people obtain confidence, clarity and structure in their financial goals.
Senior Vice President – Investment Officer
Tracy believes that success comes from truly understanding a client's needs and delivering service that is highly personal, highly responsive and highly effective. She is guided by the knowledge that each relationship is important, that each client has specific objectives and that each client should feel their wealth is being well managed. Tracy works with families, business owners and women to help them navigate the complexities of retirement and investment planning. Her clients know that trust and integrity are the cores of not only her practice but their relationship. Tracy has almost 25 years of experience in the financial industry working to help people obtain confidence, clarity and structure in their financial goals.
Contact
Overview
Education
Bachelor of Arts Degree in Management and Organizational Leadership from George Fox University
Memberships
Metropolitan Business Association
CA Insurance License #: 4194505. Resident state: WA