Tracee Adams, Cfei Email and Phone Number
Tracee Adams, Cfei work email
- Valid
Tracee Adams, Cfei personal email
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A seasoned investment professional with a proven track record of delivering exceptional financial guidance and wealth management services. Known for honesty, transparency, and unwavering dedication, with a commitment to providing clients with comprehensive, customized financial plans tailored to their unique needs and goals.With a deep specialization in Environmental, Social, and Governance (ESG) investing, Impact Investing, Private Wealth Management, bringing a expertise in a wide range of financial services, including Strategic Wealth Management, Financial Modeling, Equity Investing. A proficiency that extends to Mutual Fund Investing, 401(k) Planning, Workplace Benefits Planning, and Long-Term Care (LTC) Planning, Public and Private investment advising Tracee’s approach is rooted in fiduciary principles, ensuring that her clients' best interests are always at the forefront of every decision. She excels in Private Wealth Management, Wealth Transfer Strategies, Tax Planning and Management,Private investments, Unique public market products, Insurance, Estate Planning, and Trust and Goals-Based Financial Planning.Whether helping clients navigate complex financial landscapes or developing strategic investment portfolios, Tracee Adams offers high touch services to achieve one simple goal: to help wealthy clients enjoy their current assets and make even more money in the future. ---Would you like any adjustments or additions?
Hawthorn Capital, Llc
View- Website:
- hawthornc.com
- Employees:
- 5
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Founder And PresidentHawthorn Capital, LlcWichita, Ks, Us -
Investment AdvisorHawthorn Capital, Llc Mar 2018 - Present
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Investment AdvisorHawthorn Capital, Llc Mar 2018 - Present
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Investment AdvisorHawthorn Capital, Llc Mar 2018 - Present
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Founder & PresidentHawthorn Capital, Llc Mar 2018 - Present
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Strategist, Financial AdvisorMorgan Stanley Oct 2013 - PresentA full service Financial Services professional bringing the strategies & tools of the entire Firm to each client. From the Institutional Investor to the individual investor, to the Small & Mid size business to non profits. Focus on working with Professional/Executive Women , Business Retirement Plans, Individual investment & Retirement planning, Family Wealth Management, Estate Planning Strategies, College planning, Legacy Planning, 401(k), IRA, Life Insurance strategies for individuals and businesses, Long Term Care, Investment Advisory Consultancy Services, Entrepreneur Consultant, Business Planning Strategist, Alternatives, etc.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlLife insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.NMLS#: 1312715
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President & CeoHawthorn Capital Llc Mar 2018 - Mar 2018Investments & Wealth Management
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Financial AdvisorNylife Securities Inc & New York Life Insurance Co. Oct 2010 - Nov 2012Business to Business Financial Services sales professional , master of Cold Calling, Referral based marketing, Business services such as Buy/Sale agreement advising, Insurance Planning, Retirement Planning, Long Term Care Planning, Estate Planning, Specialties: • Mutual Fund• Variable Annuity Planning,• Lifetime Income Planning,• Retirement Planning,• Estate Planning• Business Succession Planning,• Disability Income Planning
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Licensed AgentNew York Life & Mainstay Investments Oct 2010 - Oct 2012New York, Ny, Us -
Commercial Real Estate AdvisorColdwell Banker Commercial Stucky & Associates Inc. Sep 2008 - Oct 2010Brand development; Oversee the operations of Commercial Retail leasing & investment disposition, Manage the daily operations of Sales and marketing of commercial Real Estate, Site Selection, local and regional Tenant representative, Owner representative and investment advisor. Advise owners on proper usage and development in emerging and underserved markets.
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Residential Real Estate AgentColdwell Banker Commercial, Stuckey & Associates Apr 2007 - Jan 2010Retail and office leasing, investment & Sales Advisor.
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Owner/ManagerSweeet Spot Fine Desserts & Pastries Oct 2000 - Sep 2005Manage day to day operations of Specialty Fine desserts production, oversee office of Development, Marketing and sales. Performed Sales calls and presentations. Worked as Desserts supplier to Fine Restaurants, Caterers and Local food outlets
Tracee Adams, Cfei Skills
Tracee Adams, Cfei Education Details
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University Of Maryland E.SPre-Law -
Ashtabula Senior High SchoolCollege Prep
Frequently Asked Questions about Tracee Adams, Cfei
What company does Tracee Adams, Cfei work for?
Tracee Adams, Cfei works for Hawthorn Capital, Llc
What is Tracee Adams, Cfei's role at the current company?
Tracee Adams, Cfei's current role is Founder and President.
What is Tracee Adams, Cfei's email address?
Tracee Adams, Cfei's email address is so****@****ail.com
What schools did Tracee Adams, Cfei attend?
Tracee Adams, Cfei attended University Of Maryland E.s, Ashtabula Senior High School.
What skills is Tracee Adams, Cfei known for?
Tracee Adams, Cfei has skills like Investments, Leadership, Strategic Planning.
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