at Graystone Consulting
Suite 250
Scottsdale, AZ 85253
toll free: 800-727-4888 ext. 6515
fax: 480-368-6622
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 Pennsylania
- 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 Pennsylania
- 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 State University - Series 63 - Uniform State Exam
Series 63 - Uniform State Exam - Arizona Insurance Licensed
- Been in Financial Services Since 1995
- Been in Financial Industry Since 1994
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam

