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portrait of Tracy G Milanese
FINANCIAL ADVISOR

Tracy G Milanese

CFP®, CEPA®, AAMS™, CRPS™
6868 N 7th Ave Suite 103, Phoenix, AZ 85013opens in a new window
Accepting New Clients
CallSend Me a Message

About Tracy

As your Edward Jones financial advisor, I invest my time to understand what's important to you and build personalized strategies to help you achieve your goals. My branch office administrator and I work with families across the country to provide the highest level of service and regular communication. We work tirelessly to be the best caretakers of your investment future and the legacy you want to leave. In addition, Edward Jones has myriad financial specialists and advanced technology solutions supporting our office to help us help you achieve your long-term financial goals. We have the knowledge and ability to address...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • LGBTQ+ Finances
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Mary Baldwin CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Pets
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(602) 265-3437

Fax

(877) 494-2950

Office Address

6868 N 7th Ave Suite 103
Phoenix, AZ 85013opens in a new window

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