Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
Tracy Jesse
Client First Team
502.882.0925
Tracy is a member of Meritrust’s Client First Team with more than seven years of experience in the financial services industry. Her background also includes Executive Assistant and Human Resources experience with more than 10 years in the tourism/hospitality industry. She enjoys gathering with friends and family, spending time with her Yorkie, Bella, listening to live music, and playing tennis.
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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