Tracey Flynn
Senior Vice President
Tracey oversees Advisor Associates within our Investment Operations and Trading departments to ensure a high-quality and consistent service experience for our clients.She joined the firm in 2010. Prior to joining the firm, she worked for Henderson Global Investors, N.A. as a Client Services Manager and with Morgan Stanley’s Private Client Group as a Senior Client Service Associate. Tracey earned her MBA from the University of Hartford School of Business and a BA from Central Connecticut State University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
