Tracy Jesse
Client First Team
502.882.0925
Tracy joined the Meritrust Wealth Management team in May of 2023. Prior to joining Meritrust, Tracy worked for 6 ½ years at a regional CPA and Advisory firm. Her extensive background also includes Executive Assistant and Human Resources experience with more than 10 years spent in the tourism/hospitality industry. Tracy has decades of experience supporting top level executives and management, allowing them to concentrate on innovation and growth. With a passion for delivering white-glove customer service, she prides herself in anticipating needs, resolving inquires and performing detailed follow-up.
With an eclectic taste in music, you will often find Tracy in attendance at concerts, live music festivals and area theatre performances. Tracy loves animals and has a heart for rescues. Tracy has opened her home to 2 rescues: Wonka (cocker spaniel mix), and Tulip (shih tzu). For fitness and inner peace, after years of playing tennis, Tracy has a new- found love for yoga.
