Tracy Johnston, CFP®, currently serves as a Client Relationship Manager at Stifel Financial Corp., where responsibilities include partnering with the Relationship Manager to evaluate client needs and prepare performance reviews and recommendations. Previous experience includes roles as a Financial Advisor Associate at Stifel, as well as positions at Wells Fargo Advisors, Morgan Stanley, and Smith Barney, highlighting a strong background in financial advising and client relations. Tracy Johnston holds a Bachelor of Science degree in Business and Psychology from the University of Pittsburgh. Dedicated to empowering women with financial guidance, Tracy Johnston demonstrates a commitment to helping clients take control of their financial futures.
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