portrait of Colin J Tracy
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Colin

I became a financial advisor because I am passionate about positively impacting people's lives. I am grateful every day to work in a career I love, and for the opportunity to simplify the financial world and to truly help people.

After graduating Texas A&M, I became a financial advisor in 2019. I grew up with close family working at Edward Jones, and jumped at an opportunity to help others while being rewarded for doing the right thing and hard work.

In 2024, I became a limited partner with the firm. I have earned the CERTIFIED FINANCIAL PLANNER® or CFP® certification,...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesMay 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Texas A&M UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Health & Nutrition
  • Chess
  • Martial Arts

Team Members

  • Hannah Simpson
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More