Background and experience
With over 10 years of financial service experience, Tricia handles the day-to-day administration of accounts as well as trading and investment related inquiries. Tricia earned her bachelor’s degree at Rowan University in 2007. The following year, she began her career as a client associate with Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 2013, Tricia became a registered securities representative after passing the Series 7 exam and furthered her qualifications by completing the series 66 exam in 2014. Each exam required finishing an approved educational training program, passing examinations and meeting ongoing requirements.
Tricia strives to ensure that clients’ operational needs are handled accurately and quickly. She started her career during the beginning of the great recession of 2008 and has extensive experience throughout major shifts in the financial markets. Tricia dedicates her time to our clients’ financial well-being and providing the personalized assistance they deserve. She is also very well versed in estate investment planning topics and has regularly assisted clients with processing complicated estate investment planning needs while helping to ensure that assets are distributed as quickly and efficiently as possible.
Away from the office
Tricia and her husband Nick both grew up down the shore and were married in Avalon, where they met, in 2011. They are the proud parents of two boys, Brayden and Logan who are both active in youth sports with hockey being a favorite. Tricia and Nick often make trips back to Cape May County to reconnect with family and friends. They love to go on small family getaways and vacations as much as possible.