Tracy A. Shea
Wealth Advisor, CLU, ChFC, CFDA®, CFP®
Tracy's main goal is to help clients to and through retirement and to help identify their risks along the way.
Tracy may assist families with estate planning, assist business owners with business succession strategies and help clients identify and their pre and post retirement needs.
Working with couples, widows/widowers, divorcees, trusts, estates and corporations, Tracy takes a holistic approach to help clients pursue their goals.
Recently, she authored a comprehensive guide to retirement planning, IRA’s, 401(k)s & Other Retirement Plans; Strategies for Taking Your Money Out. This insightful book provides valuable guidance on navigating the complexities of retirement planning, making it an essential resource for those seeking to secure their financial future.
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 is a past Board member of the North Andover Council on Aging. Tracy is a member of the Westford MA BNI, Business Network International, and has volunteered her time for Women's Money Matters, a non-profit organization that provides financial coaching for low-income women and girls.
Tracy is an advocate and voice for our aging population. Residing in North Andover with her husband, Tracy spends most of her free time on the tennis court or exploring new destinations. Tracy is one to relish the summertime, the sunshine, and everything that goes along with it.