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portrait of Tracey H Bourdon
FINANCIAL ADVISOR

Tracey H Bourdon

290 Cypress Gardens Blvd, Suite 2, Winter Haven, FL 33880opens in a new window
Accepting New Clients
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About Tracey

I am honored to be able to serve clients in Central Florida and throughout the United States. My passion and focus is centered around building relationships by investing time in understanding what is truly important to you. I use an established process to develop personal strategies to help you reach your goals and will partner with you throughout your life to keep you on track.

I decided to become a financial advisor after losing a dear friend to cancer. I had a successful career in the insurance industry specializing in employee benefits, health insurance and Medicare, but knew that I needed...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2018 to Current

Education

  • Liberty UniversityMasters

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Movies & Entertainment
  • Traveling
  • Health & Nutrition

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 12:00AM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(863) 259-4109

Fax

(844) 298-6706

Office Address

290 Cypress Gardens Blvd
Suite 2
Winter Haven, FL 33880opens in a new window

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