Meet Tracy.
Financial advisor. Former financial journalist. Long-time single mom of three. Podcaster, writer, and a firm believer that financial equality is the path to true equality.
Before I became a financial advisor, I spent years helping people make sense of numbers and the economy. I started my career as an accountant at Ernst & Young, then became a financial journalist and anchor for Fox Business, where my job was to translate financial concepts into stories everyday people could relate to. Over time, I realized I wanted to do more than just talk about money. I wanted to help people take action with it.
That is what led me to become a financial advisor. I started my advisory career at UBS, where I built deep client relationships and discovered how fulfilling it is to guide women through major life transitions, especially after divorce, widowhood, or career change. Today I lead the Women & Investing initiative at Lebenthal Global Advisors, LLC, where I focus on helping women demystify their finances and feel empowered to make confident decisions about their future.
My approach is shaped by my own life. I have been divorced, am a long-time single mom of three fabulous young adults, and reinvented my career more than once. I know firsthand that life rarely goes as planned, and that financial clarity can be the foundation for a fresh start. My clients trust me because I listen without judgment and believe every financial story deserves to be understood before it is managed.
Outside the office, I stay connected to my media roots. I host the Women, Wealth & What Matters podcast, contribute to Kiplinger’s and other financial publications, and am the author of Deduct Everything! When I am not working, I am on my Peloton or exploring new wines. I am a WSET Level 3 certified wine expert.
My mission is simple: to help women take charge of their financial lives, rebuild after change, and realize that retirement (and the future) can be not just good, but great. Financial equality is the path to true equality, and I am here to help women get there, one confident decision at a time.
By the letters.
Master of Business Administration
Certified Divorce Financial Analyst
Women & Investing, Lebenthal Global Advisors
Wine & Spirit Education Trust, Level 3
More Tracy.
Women, Wealth & What Matters
Every other Wednesday. Real talk about money, no jargon.
SPEAKINGBook Tracy to speak
Conferences, corporate events, and panels. Upcoming at ACC Boston in October.
PRESSNews & Insights
Recent quotes and TV clips from InvestmentNews, Kiplinger, and NewsNation.
BOOKDeduct Everything!
My book on strategic tax deductions.
Ready to talk?
Whether you are here for a financial consultation, a media interview, or a speaking booking, I read every message myself.
Send me a note