Tracey Hartford

Tracey joins Twelve Points Wealth Management with over 20 years of extensive client relations experience, specifically in the construction industry. In her previous role as Vice President of Client Services at Windover Construction, Tracey used her exemplary communication and organizational skills to strategically find clients that best aligned with the firm’s mission and vision. Once on board, she was responsible for maintaining a presence with the company’s clients and project teams, ensuring that the company delivered everything promised from the early stages to project completion. Tracey currently serves on the Board of Advisors for Harborlight Homes (formerly Harborlight Community Partners), the Zoning Board of Appeals for the Town of Georgetown and volunteers her time at various organizations throughout the region.

Location

Concord, United States

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Twelve Points Wealth Management

Twelve Points was founded to bring trustworthiness back to an industry that has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry.


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Employees

11-50

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