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Tracy Thuy Luu Email & Phone Number

Client Service Manager at SFMG Wealth Advisors at SFMG Wealth Advisors
Location: Plano, Texas, United States 6 work roles 1 school
1 work email found @sfmg.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@sfmg.com
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Current company
SFMG Wealth Advisors
Role
Client Service Manager at SFMG Wealth Advisors
Location
Plano, Texas, United States
Company size
23 employees

Who is Tracy Thuy Luu? Overview

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Quick answer

Tracy Thuy Luu is listed as Client Service Manager at SFMG Wealth Advisors at SFMG Wealth Advisors, a company with 23 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at sfmg.com and a matched LinkedIn profile for Tracy Thuy Luu.

Tracy Thuy Luu previously worked as Client Service Manager at Sfmg Wealth Advisors and Client Service Team Lead at Sfmg Wealth Advisors. Tracy Thuy Luu holds Bachelor Of Science In Business Administration from Bowling Green State University.

Company email context

Email format at SFMG Wealth Advisors

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*@sfmg.com
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AeroLeads found 1 current-domain work email signal for Tracy Thuy Luu. Compare company email patterns before reaching out.

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Profile bio

About Tracy Thuy Luu

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

Listed skills include Teamwork, Microsoft Excel, Microsoft Office, Customer Service, and 15 others.

Current workplace

Tracy Thuy Luu's current company

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SFMG Wealth Advisors
Sfmg Wealth Advisors
Client Service Manager at SFMG Wealth Advisors
plano, texas, united states
Website
sfmg.com
Employees
23
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Company profile
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6 roles

Tracy Thuy Luu work experience

A career timeline built from the work history available for this profile.

Client Service Manager

Current
Sfmg Wealth Advisors

Plano, Texas, United States

Jan 2023 - Present

Customer Service Representative

Fifth Third Bank

Bowling Green, Ohio

Jun 2014 - Sep 2015
Team & coworkers

Colleagues at SFMG Wealth Advisors

Other employees you can reach at sfmg.com. View company contacts for 23 employees →

EC Elizabeth Cause Elizabeth Cause Colleague at Sfmg Wealth Advisors Celina, Texas, United States, United States View → JK Jennifer Kunhardt Jennifer Kunhardt Colleague at Sfmg Wealth Advisors Rockwall, Texas, United States, United States View → AJ Avery J. Klatsky, Cfp® Avery J. Klatsky, Cfp® Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → CE Christopher Episcopo Christopher Episcopo Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → WB Wyatt Blackstock Wyatt Blackstock Colleague at Sfmg Wealth Advisors Prosper, Texas, United States, United States View → PK Pamela Kelley Pamela Kelley Colleague at Sfmg Wealth Advisors Dallas, Texas, United States, United States View → JP Jo Pa Jo Pa Colleague at Sfmg Wealth Advisors Hayward, California, United States, United States View → MH Melissa Hawkins Melissa Hawkins Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → CG Craig Greenway Craig Greenway Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → SS Shashin Shah, Cfa, Cfp® Shashin Shah, Cfa, Cfp® Colleague at Sfmg Wealth Advisors Dallas, Texas, United States, United States View →
1 education record

Tracy Thuy Luu education

FAQ

Frequently asked questions about Tracy Thuy Luu

Quick answers generated from the profile data available on this page.

What company does Tracy Thuy Luu work for?

Tracy Thuy Luu works for SFMG Wealth Advisors.

What is Tracy Thuy Luu's role at SFMG Wealth Advisors?

Tracy Thuy Luu is listed as Client Service Manager at SFMG Wealth Advisors at SFMG Wealth Advisors.

What is Tracy Thuy Luu's email address?

AeroLeads has found 1 work email signal at @sfmg.com for Tracy Thuy Luu at SFMG Wealth Advisors.

Where is Tracy Thuy Luu based?

Tracy Thuy Luu is based in Plano, Texas, United States while working with SFMG Wealth Advisors.

What companies has Tracy Thuy Luu worked for?

Tracy Thuy Luu has worked for Sfmg Wealth Advisors, Wilcox Financial | Wilcox Sports Management, Fifth Third Bank, and Paramount Health Care.

Who are Tracy Thuy Luu's colleagues at SFMG Wealth Advisors?

Tracy Thuy Luu's colleagues at SFMG Wealth Advisors include Elizabeth Cause, Jennifer Kunhardt, Avery J. Klatsky, Cfp®, Christopher Episcopo, and Wyatt Blackstock.

How can I contact Tracy Thuy Luu?

You can use AeroLeads to view verified contact signals for Tracy Thuy Luu at SFMG Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Tracy Thuy Luu attend?

Tracy Thuy Luu holds Bachelor Of Science In Business Administration from Bowling Green State University.

What skills is Tracy Thuy Luu known for?

Tracy Thuy Luu is listed with skills including Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Management, Cash Handling Experience, Finance, and Microsoft Word.

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