Broker Check
Ann Tracy

Ann Tracy

Registered Representative

Ann Tracy joined the team in 2003 and has dedicated her time to tax preparation, tax law and financial servicing.  She performs all aspects of client servicing including fielding client questions and concerns, processing investment related paperwork, and making client trades.  Ann also assists in development of client's financial plans.  She is currently working personally with financial clients to address their financial planning needs. 

Ann became a registered representative with H.D. Vest Investment Servicessm by earning her Series 6 (Investment Company Products/Variable Contracts Representative) and 63 (Uniform Securities Agent State Law Exam) licenses, and insurance sales license.

Ann has an associates degree in Business Accounting from the Pennsylvania State University.  Ann's previous work experience included corporate positions in payroll and coordinating inventory with international plants as well as buyers.

In her spare time, Ann volunteers for the East End Fire Company Ladies Auxiliary.  Ann resides in Tamaqua with her kitties, where she enjoys watching Notre Dame football and entertaining at her home.