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866-865-4442 | Client Access

Hall Financial Advisors - White Logo

866-865-4442 | Client Access

  • Home
  • Our Practice
    • Our Services
    • Giving Back
    • Awards & Recognition
    • News & Announcements
  • Our Team
  • Contact Us

866-865-4442 | Client Access

Hall Financial Advisors - White Logo
  • Home
  • Our Practice
    • Our Services
    • Giving Back
    • Awards & Recognition
    • News & Announcements
  • Our Team
  • Contact Us
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Administrative Associate

Tracey Wynn - Administrative Associate Near Parkersburg & Marietta. Specializes in wealth planning

Tracey Wynn

Administrative Associate

Tracey Wynn joined Hall Financial Advisors in June 2022 as an Administrative Associate. She is well-versed in wealth planning services.

She brings 30 years of Administrative professionalism to the table and worked at Marietta College for 17 of those years.

The Role of a Financial Administrative Associate

As an Administrative Associate, Tracey is responsible for a diverse range of wealth planning tasks that contribute to the overall financial health and stability of Hall Financial Advisors. Her primary focus is on providing support to the financial team and ensuring that administrative processes are carried out smoothly.

Tracey assists the financial advisors by preparing and setting them up for their appointments. She also works with the Hall Financial Advisors operations team and helps them when needed.

Strong attention to detail, organizational skills, and a good understanding of financial processes are essential for success in this role. Effective communication is also crucial, as Tracey often interacts with colleagues and clients to address financial inquiries and resolve issues.

When asked what she likes more about her job, Tracey answered, "The team at Hall Financial Advisors is amazing. We all get along so well. I always look forward to coming to work; I enjoy my work family."

More About HFA's Administrative Associate

Tracey lives in Fleming, OH with her husband, Rich, and their Cockapoo, Cash. They enjoy spending time with family–especially their grandchildren. In addition to spending quality time with family, Tracey enjoys exercising, reading, and everything about country living.

Contact Us for Wealth Planning Services Near Marietta or Parkersburg

At HFA, we offer the following wealth planning services: Advisory Services, Retirement Planning Services, Equity Investments, Fixed Income, Estate Planning Strategies, Education Planning, CPFAâ„¢ Certified, Access To Lending Services, and Client Confidentiality.

We serve clients from the tri-state region (West Virginia, Ohio, and Pennsylvania). Contact our Marietta and Parkersburg offices today!

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Toll Free: 866-865-4442

PARKERSBURG OFFICE
1101 Rosemar Road, Ste A,
Parkersburg, WV 26105
Phone: 304.865.4442 • Fax: 304.865.4447

MARIETTA OFFICE
416 Hart Street, Ste A,
Marietta, OH 45750
Phone: 740.371.5025 • Fax: 740.371.5020

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Hall Financial Advisors LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hall Financial Advisors LLC. is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

FINRA: finra.org / SIPC: sipc.org

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