Client Relationship Manager
Tracy Thrash – My Story
As Client Relationship Manager, Tracy works closely with our clients. She utilizes our planning software and investment management tools to assist our advisors with providing comprehensive account information.
Tracy first began working in the financial services industry while attending the University of Georgia in 1990. She filled several roles over the years to include Private Banking Officer, Marketing Director, and Financial Advisor. Tracy’s diverse experience provides a solid foundation that brings value to our firm and to our clients.
From a family of musicians and vocalists, Tracy spends much of her free time singing and playing piano at her local church or other venues. She and her husband, Ben, live on James Island where they enjoy spending time with family and friends – preferably on a boat in one of Charleston’s beautiful creeks. They have three daughters, Regan, Cole, and Riley Kate.