Tracy has 23 years’ experience in the financial services industry. Before joining Wealth Alliance in 2017, she held a senior role within the Relationship Management team at Bank of Ireland Private Banking. She is a Qualified Financial Advisor, a Certified Financial Planner™ and holds an MSc in Financial Services. With a strong customer focus and a goals-based financial planning bias, she helps customers prioritise financial objectives over varying timeframes.

She has a keen interest in technology and has dedicated much of her time in recent years to customer experience and the digital agenda.

She does not play golf, only occasionally makes it to the gym and when it comes to the kitchen…. well, she’s no Mary Berry! She is still working on these areas!

View Tracy’s business card