Suite 250
Scottsdale, AZ 85253
toll free: 800-727-4888 ext. 6515
fax: 480-368-6622
- 1998 - present: Morgan Stanley Smith Barney
Client Service Associate - B.S. - Accounting, 1995
Washington State University - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Certified Investment Management AnalystSM
Wharton School of Business
University of Pennsylvania
Wealth Advisory Associate
- 1999 - present: Morgan Stanley Smith Barney
Investment Management Analyst - Bachelor of Commerce - Finance, 1998
University of Windsor
Ontario, Canada - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Certified Investment Management AnalystSM
Wharton School of Business
University of Pennsylvania
- Series 7, 63 and 66 Licensed
- BA - University of California at Santa Barbara
- Over 10 Years of Industry Experience
- Worked at Major Wall Street Firms Including Five Years at Morgan Stanley Smith Barney* in California and Arizona
- Traci Currently Resides in Gilbert
- Master of Business Administration- Finance
Arizona State University - Bachelor of Science - Management
Arizona States University - Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam - Arizona Insurance Licensed
- Been in Financial Industry Since 1995

