Tracey Borgardts Email & Phone Number

Tracey was raised in Washington and attended the University of Washington and spent one year abroad at the University of Salzburg, Austria. After interning for a financial services firm during her senior year in college, she knew immediately what she wanted to do for the rest of her life.She has been involved in nearly every facet of the financial services industry since 1989. Her initial years were spent in branch operation & administration. In 2000, she earned her Certified Financial Planner™ designation and subsequently became a planning analyst in Smith Barney’s regional Wealth Planning Center, responsible for coordinating the wealth planning efforts between high net worth clients and their financial advisors. She continued her wealth planning focus as a PacificNorthwest Regional Account Manager for Lincoln Financial, focusing on insurance solutions for high net worth families, business owners and corporate executives. Tracey has now worked at Morgan Stanley* since 2003.Tracey and her husband Mark live in the Seattle area. In her spare time she enjoys biking, snowboarding, travel, small container gardening and walks with her mini dachshunds Sofie and Oscar.

Listed skills include High Net Worth Individuals, Communication, Administration, Certified Financial Planner, and 1 others.