With over 25 years of experience in the financial services industry, Tracey Pearson is a Senior Vice President and Financial Advisor at RBC Wealth Management, one of the largest wealth management firms in the world. She joined RBC in 2019 when she founded her team Hyperion Wealth Group. The team specializes in the comprehensive coordination of wealth for high-net-worth and multi-generational families, corporate executives, business owners, and clients with a concentration to private equity. Tracey's mission is to build long-term relationships with her clients based on trust and respect, and to serve as their family's CFO and lead wealth advisor. Her team leverages its expertise in financial planning, investment management, insurance, credit, trust services, and corporate executive services to help clients create, preserve, and transfer their wealth. Tracey also has a focus on dual-career families and women-owned businesses, having completed the Wharton School's Women's Executive Leadership Program. Tracey is a graduate of Middle Tennessee State University and holds the Series 7 and 66 securities exams and health and life insurance licenses.In 2021 Tracey was awarded the RBC Global Citizen Award for her leadership as board President of Nashville Opera. She has served on RBC's Corporate Marketing Committee, is a Volunteer Champion for RBC's Central Division, and an ambassador for the RBC Women's Association of Financial Advisors. Locally she serves on the YWCA Board of Directors and Finance Committee for Nashville Opera.
Listed skills include Wealth Management, Financial Planning, Banking, and Leadership.