Tracy A. Shea

Wealth Advisor, CLU, ChFC, CFDA®, CFP®

Tracy's main goal is to help clients to and through retirement and identify and mitigate their risks along the way.

Tracy may assist families with estate planning, assist business owners with business succession strategies and help clients identify and mitigate their pre and post retirement risks.

Working with couples, widows/widowers, divorcees, trusts, estates and corporations, Tracy takes a holistic approach to help clients mitigate their risks and pursue their goals.

Education:

Tracy is a financial advisor with several Licenses and Certifications:

  • FINRA Series 7 & 66 licenses with LPL Financial 
  • Life, Health and Variable Annuity Licenses
  • Certified Financial Planner® Certificant
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Certified Financial Divorce Analyst®

Life:

Tracy serves on the Board of Directors for the North Andover Council on Aging. Tracy is a member of the Westford BNI, Business Network International, and the Merrimack Valley Polka Dot Powerhouse.

Tracy is an advocate and voice for our aging senior population. Residing in North Andover with her husband and thier dog, Tracy and her family relish the summertime, the sunshine and everything that goes along with it.

Phone 978 256 4700 x109
Fax 978 256 4790