Tracey Ann Herring
Senior Registered Client Associate
Tracey Herring graduated from Blair College with an associate degree in Business Administration and maintains her Series 7, 63 & 65 licenses as well as life and health insurance. She brings over 25 years of experience to her position as a Senior Registered client associate in Doylestown, PA. She worked for Wells Fargo and its predecessors for 12 years from 1997 to 2009 and returned in March of 2019
One of her strengths is building processes that help build a successful service-oriented practice. She is responsible for all day-to-day operational functions, and she works to ensure the timely delivery of operations and client support. She acts as the main point of contact for operational and service for Doug and Eric. She manages service standards to ensure timely and accurate delivery of operations support. She brings a friendly, positive attitude with her to work every day.
When she is away from the office she enjoys crafting, running, traveling and spending time with her 2 adult daughters, Melony and Jamie, her five grandchildren, Emma, Ryan, Ainsley, Connor and Brinley and her Jack Russell terrier, Daisy, in Spring Mount, PA.