Tracy Parson is an experienced financial services professional with over 18 years at LPL Financial, where Tracy currently holds the position of Vice President of Learning & Development and Vice President of Service. Responsibilities include talent management overseeing multiple teams across two locations and ensuring high-quality staff interaction. Tracy has held several leadership roles within LPL Financial, including Assistant Vice President, Manager, Supervisor, and Senior Retirement Specialist, focusing on people management, project management, and operational support for retirement accounts. Prior experience includes roles at TIAA-CREF, Vanguard, and Wachovia, contributing expertise in financial counseling, client support, and policy implementation. Tracy holds a Bachelor of Science degree in Criminal Justice and Psychology from the University of South Carolina.
March, 2022 - present
June, 2018
June, 2015
September, 2012
May, 2010
September, 2006