Tracy Silpe
Branch Manager at Sabal Palm Financial | Raymond James Financial Services | West Palm Beach, Florida, United States
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Tracy Silpe serves as the Branch Manager at Sabal Palm Financial | Raymond James Financial Services, where she leverages her extensive expertise as a Financial Advisor and Certified Financial Planner to guide clients through the complexities of financial decision-making. With a strong focus on multi-generational planning, Tracy is dedicated to developing tailored financial strategies that align with her clients' unique goals and risk tolerances. Her empathetic listening skills allow her to connect deeply with clients, ensuring that each individual feels valued and understood in their financial journey.
In her role, Tracy leads key projects aimed at enhancing financial literacy within the community, particularly for families and women in transition. She emphasizes the importance of pre-retirement planning and longevity planning, helping clients navigate the intricacies of asset allocation and investment management. Tracy’s commitment to comprehensive financial planning is evident in her meticulous approach to portfolio analysis and capital gain/loss analysis, ensuring that her clients are well-equipped to make informed decisions about their financial futures.
Tracy is particularly passionate about education planning needs analysis, guiding families through the often-overwhelming process of funding education while balancing other financial priorities. Her expertise as a Chartered Retirement Planning Counselor enables her to provide invaluable insights into long-term care and Medicare planning, further solidifying her role as a trusted advisor. Through her leadership at Sabal Palm Financial, Tracy continues to empower clients to achieve financial independence and security, fostering a culture of informed financial decision-making that resonates across generations.
Branch Manager at Sabal Palm Financial | Raymond James Financial Services in April 2019 to Present
Financial Advisor at Raymond James Financial Services, Inc. in March 2012 to April 2019
Financial Planning Coordinator at H.A. Kramer & Associates, PA in July 2009 to October 2011
Investment Analyst at Lydian Private Bank in November 2006 to July 2009
Financial Advisor at Raymond James & Associates in May 2005 to September 2006
Advertising Account Executive at The Palm Beach Post in September 1997 to May 2005
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Defining Financial Goals
Risk Tolerance Review
Multi-Generational Planning
Branch Manager
Financial Advisor
Certified Financial Planner
Chartered Retirement Planning Counselor
Variable Annuity
Fixed Annuity
Strategic Financial Planning
Financial Organizer
Fiduciary
Investment Planning
Empathetic Listener
Financial Analysis
Investment Advisor
Longevity Planning
Estate Planning Review
Cash Flow Analysis
Asset Allocation Design
Portfolio Analysis
Portfolio Review
Retirement Account Review and Distribution Analysis
Budgeting
Assessing Current Financial Situation
Net Worth Statement
Diversified Portfolios
Retirement Accumulation Planning
Medicare Planning
Aging In Place
Lifestyle Planning
Tax Planning
Capital Gain / Loss Analysis
Life Insurance Review
Annuity Reviews
Life Insurance Needs Analysis
Retirement Needs Analysis
Education Planning Needs Analysis
Long-Term Care
Gifting Strategies
Legacy Planning
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What is Tracy Silpe email address?
Email Tracy Silpe at [email protected]. This email is the most updated Tracy Silpe email found in 2026.
How to contact Tracy Silpe?
To contact Tracy Silpe send an email to [email protected]. (updated on October 30, 2024)
What company does Tracy Silpe work for?
Tracy Silpe works for Sabal Palm Financial | Raymond James Financial Services
What is Tracy Silpe's role at Sabal Palm Financial | Raymond James Financial Services?
Tracy Silpe is Branch Manager
What is Tracy Silpe's Phone Number?
Tracy Silpe's phone (305) ***-*403
What industry does Tracy Silpe work in?
Tracy Silpe works in the Financial Services industry.
Tracy Silpe Email Addresses
Tracy Silpe Phone Numbers
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