What is Tracy Keller's approach to investment planning?
Tracy believes investment planning begins with understanding the individual behind the numbers. She takes time to learn about each client's goals, concerns, priorities, and circumstances before discussing potential strategies. Her approach emphasizes communication, education, and long-term relationships built on trust, honesty, and understanding.
With more than 25 years of experience in customer service and relationship management, including over six years in financial services, Tracy is committed to helping individuals and families make informed financial decisions at every stage of life.
Who does Tracy Keller work with?
Tracy works with individuals, families, retirees, pre-retirees, business owners, and those experiencing significant life transitions. She also works with clients seeking guidance on retirement planning strategies, investment management, wealth accumulation, inheritance considerations, insurance needs, and preparing future generations for financial responsibility.
What can I expect during our first meeting?
The first meeting is designed to be a conversation. Tracy will learn about your investment goals, family considerations, priorities, concerns, and overall financial picture. This meeting also provides an opportunity for you to ask questions and learn more about the investment planning process.
What should I bring to my first meeting?
Helpful information may include:
- Investment statements
- Retirement account information
- Insurance policies
- Information regarding assets and liabilities
- Financial questions or concerns
- Notes regarding your goals and priorities
What if I've never worked with a financial advisor before?
Many clients have never worked with a financial advisor before their first meeting. You do not need extensive investment knowledge or a detailed wealth plan to get started. The initial conversation is focused on learning about your goals, priorities, and questions.
When should I start working with a financial advisor?
There is no single age or milestone that determines when someone should begin working with a financial advisor. Individuals often seek guidance when starting a career, growing a family, changing jobs, planning for retirement, receiving an inheritance, becoming a business owner, or experiencing another significant life event.
Do you work with individuals preparing for retirement?
Yes. Tracy works with individuals at various stages of retirement planning, including those beginning to save, preparing for retirement, transitioning into retirement, and evaluating retirement income considerations.
Can a financial advisor help during major life transitions?
Many individuals seek financial guidance during significant life events such as:
- Retirement
- Career changes
- Divorce
- Loss of a loved one
- Inheritance decisions
- Business ownership changes
- Caring for aging parents
- Blended family planning
- Preparing children and grandchildren for financial responsibility
Do you work with small business owners?
Yes. Tracy works with business owners on wealth planning topics that may include retirement planning, investment management, succession considerations, risk management, wealth accumulation, and balancing personal and business financial priorities.
Can you coordinate with my CPA or attorney?
Financial decisions often impact tax, legal, and estate planning considerations. When appropriate and with client permission, investment planning discussions may include coordination with a client's other professional advisors.
Do you work with clients in Lakeland, Florida?
Yes. Tracy Keller serves clients from her Wells Fargo Advisors office in Lakeland, Florida and works with individuals and families throughout Florida and Georgia.
Have a Question That Isn't Answered Here?
If you'd like to discuss your financial goals, retirement planning, investment considerations, or a significant life transition, contact Tracy Keller to schedule a conversation.
Phone: (863) 513-1126
Email: Tracy.Keller@wellsfargo.com