Tracy Fuentes – Client Service Associate works in our operations department as a registered client service representative. Her role is to assist clients and advisors with the daily operations and provide excellent service. Her responsibilities include and not limited to, establishing new accounts including Managed accounts, Trust accounts, Corporate accounts, Transfers, Rollovers and Service Requests.
Tracy has over 20 years in the Financial Industry and takes great pride in supporting the team and exceeding client expectations with a high level of service.
Tracy enjoys all genre of music and spending quality time with her husband and two children.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.