Tracy Sanders, Senior Private Wealth Specialist at Twickenham Advisors, brings over 30 years of client service to the financial services industry.
In 2003, Tracy joined Morgan Stanley Smith Barney. She earned the designation of Registered Paraplanner and Accredited Asset Management Specialist through the College for Financial Planning. Tracy served as a registered Securities representative/Acting Office Branch Manager in an investment center, as well as various operational roles while in the banking industry.
She holds Series 7, 63, and 24 licenses, as well as an Alabama Insurance and Annuity licenses.
Tracy’s responsibilities as a member at Twickenham Advisors include primary contact for client service requests, which include account maintenance, online access and bill pay, client cash disbursement requests, electronic funds transfers, order entry, distribution requests for 529 Plans, charitable gifting, and notary services.
Tracy enjoys outdoor activities and traveling.